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CCM Investment Advisers’s iShares Russell Mid-Cap ETF IWR Stock Holding History

CCM Investment Advisers’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
2018
Q1 		– Sell
-10,612
Closed -$552K – 81
2017
Q4 		$552K Sell
10,612
-5,380
-34% -$273K 0.11% 67
2017
Q3 		$788K Buy
15,992
+412
+3% +$19.9K 0.15% 64
2017
Q2 		$748K Sell
15,580
-6,520
-30% -$309K 0.15% 65
2017
Q1 		$1.03M Sell
22,100
-7,880
-26% -$365K 0.21% 63
2016
Q4 		$1.34M Sell
29,980
-5,200
-15% -$227K 0.28% 60
2016
Q3 		$1.53M Sell
35,180
-7,140
-17% -$310K 0.32% 58
2016
Q2 		$1.78M Sell
42,320
-6,936
-14% -$286K 0.17% 81
2016
Q1 		$2.01M Sell
49,256
-9,108
-16% -$347K 0.19% 60
2015
Q4 		$2.34M Sell
58,364
-9,340
-14% -$381K 0.22% 54
2015
Q3 		$2.63M Sell
67,704
-1,680
-2% -$69.6K 0.26% 59
2015
Q2 		$2.95M Sell
69,384
-260
-0.4% -$11.3K 0.27% 58
2015
Q1 		$3.01M Sell
69,644
-2,900
-4% -$123K 0.29% 67
2014
Q4 		$3.03M Buy
72,544
+2,500
+4% +$102K 0.28% 60
2014
Q3 		$2.77M Sell
70,044
-1,520
-2% -$61.2K 0.25% 62
2014
Q2 		$2.91M Sell
71,564
-3,720
-5% -$145K 0.27% 60
2014
Q1 		$2.91M Buy
75,284
+3,280
+5% +$124K 0.29% 59
2013
Q4 		$2.7M Sell
72,004
-5,840
-8% -$211K 0.25% 74
2013
Q3 		$2.71M Buy
77,844
+1,680
+2% +$57.4K 0.27% 72
2013
Q2 		$2.47M Buy
+76,164
New +$2.47M 0.25% 78

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

CCM Investment Advisers's IWR Position: Q1 2018 in Review

CCM Investment Advisers sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2018, closing a stake of 10,612 shares — an estimated $552K sold.

CCM Investment Advisers first reported a position in IWR in Q2 2013 and held it in 19 quarters. The position peaked at $3.03M in Q4 2014. 673 funds tracked by Wall St. Rank hold IWR as of Q1 2018.

  • CCM Investment Advisers reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2018 after selling out during the quarter.
  • CCM Investment Advisers sold 10,612 iShares Russell Mid-Cap ETF shares in Q1 2018, an estimated $552K.
  • CCM Investment Advisers first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and held it in 19 quarters.
  • CCM Investment Advisers's iShares Russell Mid-Cap ETF position peaked at $3.03M in Q4 2014.
  • 673 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2018.

Based on CCM Investment Advisers's 13F filing for Q1 2018, filed 9 May 2018.