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BB&T Investment Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

BB&T Investment Services’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$1K Hold
20
– – ﹤0.01% 1356
2017
Q3 		$1K Sell
20
-20
-50% -$965 ﹤0.01% 1187
2017
Q2 		$2K Hold
40
– – ﹤0.01% 973
2017
Q1 		$2K Hold
40
– – ﹤0.01% 931
2016
Q4 		$2K Buy
+40
New +$1.75K ﹤0.01% 698

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

BB&T Investment Services's IWR Position: Q4 2017 in Review

BB&T Investment Services held its iShares Russell Mid-Cap ETF (IWR) position steady in Q4 2017 at 20 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1356.

BB&T Investment Services first reported a position in IWR in Q4 2016 and has held it in 5 quarters since. The position peaked at $2K in Q2 2017. 655 funds tracked by Wall St. Rank hold IWR as of Q4 2017.

  • BB&T Investment Services held 20 shares of iShares Russell Mid-Cap ETF worth $1K as of Q4 2017.
  • BB&T Investment Services left its iShares Russell Mid-Cap ETF share count unchanged in Q4 2017.
  • iShares Russell Mid-Cap ETF made up ﹤0.01% of BB&T Investment Services's portfolio in Q4 2017, its #1356 holding.
  • BB&T Investment Services first reported a position in iShares Russell Mid-Cap ETF in Q4 2016 and has held it in 5 quarters since.
  • BB&T Investment Services's iShares Russell Mid-Cap ETF position peaked at $2K in Q2 2017.
  • 655 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.