EIM
IWR icon

Emerson Investment Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Emerson Investment Management’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
2014
Q4 		– Sell
-1,800
Closed -$71K – 178
2014
Q3 		$71K Buy
+1,800
New +$72.5K 0.01% 163

Other funds holding IWR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Emerson Investment Management's IWR Position: Q4 2014 in Review

Emerson Investment Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2014, closing a stake of 1,800 shares — an estimated $71K sold.

Emerson Investment Management first reported a position in IWR in Q3 2014 and held it in 1 quarter. The position peaked at $71K in Q3 2014. 437 funds tracked by Wall St. Rank hold IWR as of Q4 2014.

  • Emerson Investment Management reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2014 after selling out during the quarter.
  • Emerson Investment Management sold 1,800 iShares Russell Mid-Cap ETF shares in Q4 2014, an estimated $71K.
  • Emerson Investment Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2014 and held it in 1 quarter.
  • Emerson Investment Management's iShares Russell Mid-Cap ETF position peaked at $71K in Q3 2014.
  • 437 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2014.

Based on Emerson Investment Management's 13F filing for Q4 2014, filed 11 Feb 2015.