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

BB&T Securities’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
2019
Q3 		$2.3M Sell
41,057
-1,481
-3% -$82.8K 0.02% 547
2019
Q2 		$2.38M Buy
42,538
+1,429
+3% +$78.4K 0.02% 545
2019
Q1 		$2.22M Sell
41,109
-117,069
-74% -$6.06M 0.02% 546
2018
Q4 		$7.35M Buy
158,178
+115,474
+270% +$5.82M 0.08% 295
2018
Q3 		$2.35M Sell
42,704
-3,080
-7% -$169K 0.02% 572
2018
Q2 		$2.43M Buy
45,784
+468
+1% +$24.6K 0.03% 552
2018
Q1 		$2.34M Sell
45,316
-36,272
-44% -$1.91M 0.03% 539
2017
Q4 		$4.25M Buy
81,588
+36,808
+82% +$1.87M 0.06% 365
2017
Q3 		$2.21M Buy
44,780
+112
+0.3% +$5.41K 0.03% 504
2017
Q2 		$2.15M Buy
44,668
+13,756
+45% +$652K 0.03% 501
2017
Q1 		$1.45M Sell
30,912
-3,104
-9% -$144K 0.02% 551
2016
Q4 		$1.48M Hold
34,016
– – 0.02% 515
2016
Q3 		$1.48M Buy
34,016
+7,800
+30% +$338K 0.02% 510
2016
Q2 		$1.1M Sell
26,216
-16,280
-38% -$672K 0.02% 570
2016
Q1 		$1.73M Sell
42,496
-117,852
-73% -$4.48M 0.03% 436
2015
Q4 		$6.42M Buy
160,348
+83,104
+108% +$3.39M 0.13% 161
2015
Q3 		$3M Buy
77,244
+17,700
+30% +$733K 0.07% 260
2015
Q2 		$2.54M Sell
59,544
-84
-0.1% -$3.65K 0.05% 300
2015
Q1 		$2.58M Sell
59,628
-48,500
-45% -$2.06M 0.06% 289
2014
Q4 		$4.52M Buy
108,128
+94,836
+713% +$3.85M 0.1% 177
2014
Q3 		$526K Buy
+13,292
New +$535K 0.01% 658

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

BB&T Securities's IWR Position: Q3 2019 in Review

BB&T Securities reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3.5% in Q3 2019, selling an estimated $82.8K and leaving 41,057 shares worth $2.3M. The position accounts for 0.02% of the portfolio, ranked #547.

BB&T Securities first reported a position in IWR in Q3 2014 and has held it in 21 quarters since. The position peaked at $7.35M in Q4 2018. 765 funds tracked by Wall St. Rank hold IWR as of Q3 2019.

  • BB&T Securities held 41,057 shares of iShares Russell Mid-Cap ETF worth $2.3M as of Q3 2019.
  • BB&T Securities sold 1,481 iShares Russell Mid-Cap ETF shares in Q3 2019, an estimated $82.8K.
  • iShares Russell Mid-Cap ETF made up 0.02% of BB&T Securities's portfolio in Q3 2019, its #547 holding.
  • BB&T Securities first reported a position in iShares Russell Mid-Cap ETF in Q3 2014 and has held it in 21 quarters since.
  • BB&T Securities's iShares Russell Mid-Cap ETF position peaked at $7.35M in Q4 2018.
  • 765 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.