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Bridges Investment Counsel’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bridges Investment Counsel’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 		$313K Buy
6,016
+160
+3% +$8.12K 0.17% 109
2017
Q3 		$289K Sell
5,856
-31,792
-84% -$1.53M 0.16% 112
2017
Q2 		$1.81M Buy
37,648
+19,324
+105% +$916K 0.41% 68
2017
Q1 		$858K Sell
18,324
-20,704
-53% -$960K 0.25% 77
2016
Q4 		$1.75M Buy
39,028
+2,248
+6% +$98.3K 0.42% 69
2016
Q3 		$1.6M Sell
36,780
-700
-2% -$30.3K 0.34% 73
2016
Q2 		$1.58M Buy
37,480
+620
+2% +$25.6K 0.35% 73
2016
Q1 		$1.5M Sell
36,860
-12,608
-25% -$480K 0.32% 72
2015
Q4 		$2.11M Hold
49,468
– – 0.37% 61
2015
Q3 		$2.11M Buy
49,468
+18,848
+62% +$780K 0.37% 61
2015
Q2 		$1.3M Buy
30,620
+160
+0.5% +$6.96K 0.31% 85
2015
Q1 		$1.32M Buy
30,460
+2,360
+8% +$100K 0.3% 85
2014
Q4 		$1.17M Sell
28,100
-2,032
-7% -$82.5K 0.27% 87
2014
Q3 		$1.19M Sell
30,132
-1,840
-6% -$74.1K 0.27% 87
2014
Q2 		$1.3M Buy
31,972
+432
+1% +$16.8K 0.3% 83
2014
Q1 		$1.22M Sell
31,540
-180
-0.6% -$6.82K 0.28% 83
2013
Q4 		$1.19M Buy
31,720
+240
+0.8% +$8.67K 0.27% 87
2013
Q3 		$1.09M Sell
31,480
-20
-0.1% -$683 0.27% 88
2013
Q2 		$1.02M Buy
+31,500
New +$1.02M 0.26% 88

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

Bridges Investment Counsel's IWR Position: Q4 2017 in Review

Bridges Investment Counsel increased its iShares Russell Mid-Cap ETF (IWR) stake by 2.7% in Q4 2017, buying an estimated $8.12K and bringing the position to 6,016 shares worth $313K. The position accounts for 0.17% of the portfolio, ranked #109.

Bridges Investment Counsel first reported a position in IWR in Q2 2013 and has held it in 19 quarters since. The position peaked at $2.11M in Q4 2015. 655 funds tracked by Wall St. Rank hold IWR as of Q4 2017.

  • Bridges Investment Counsel held 6,016 shares of iShares Russell Mid-Cap ETF worth $313K as of Q4 2017.
  • Bridges Investment Counsel bought 160 iShares Russell Mid-Cap ETF shares in Q4 2017, an estimated $8.12K.
  • iShares Russell Mid-Cap ETF made up 0.17% of Bridges Investment Counsel's portfolio in Q4 2017, its #109 holding.
  • Bridges Investment Counsel first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 19 quarters since.
  • Bridges Investment Counsel's iShares Russell Mid-Cap ETF position peaked at $2.11M in Q4 2015.
  • 655 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2017.

Based on Bridges Investment Counsel's 13F filing for Q4 2017, filed 9 Feb 2018.