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Investment Centers of America’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Investment Centers of America’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 		– Sell
-94,236
Closed -$4.65M – 250
2017
Q3 		$4.65M Buy
94,236
+352
+0.4% +$17K 0.34% 69
2017
Q2 		$4.51M Buy
93,884
+5,696
+6% +$270K 0.34% 74
2017
Q1 		$4.12M Buy
88,188
+3,588
+4% +$166K 0.32% 81
2016
Q4 		$3.79M Buy
84,600
+7,316
+9% +$320K 0.32% 82
2016
Q3 		$3.37M Sell
77,284
-13,260
-15% -$575K 0.35% 71
2016
Q2 		$3.81M Sell
90,544
-15,860
-15% -$655K 0.43% 57
2016
Q1 		$4.33M Buy
106,404
+15,172
+17% +$577K 0.48% 55
2015
Q4 		$3.65M Buy
91,232
+28,832
+46% +$1.18M 0.48% 55
2015
Q3 		$2.43M Buy
62,400
+14,656
+31% +$607K 0.37% 72
2015
Q2 		$2.04M Buy
47,744
+1,908
+4% +$83K 0.31% 92
2015
Q1 		$1.99M Buy
45,836
+19,636
+75% +$835K 0.29% 101
2014
Q4 		$1.1M Sell
26,200
-31,312
-54% -$1.27M 0.24% 116
2014
Q3 		$2.28M Buy
57,512
+7,056
+14% +$284K 0.4% 65
2014
Q2 		$2.05M Sell
50,456
-5,248
-9% -$205K 0.47% 59
2014
Q1 		$1.95M Buy
55,704
+35,884
+181% +$1.36M 0.41% 78
2013
Q4 		$695K Sell
19,820
-35,884
-64% -$1.3M 0.33% 86
2013
Q3 		$1.95M Buy
55,704
+8,588
+18% +$293K 0.39% 79
2013
Q2 		$1.53M Buy
+47,116
New +$1.53M 0.42% 72

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 $202B AUM 37.79% 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

Investment Centers of America's IWR Position: Q4 2017 in Review

Investment Centers of America sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2017, closing a stake of 94,236 shares — an estimated $4.65M sold.

Investment Centers of America first reported a position in IWR in Q2 2013 and held it in 18 quarters. The position peaked at $4.65M in Q3 2017. 656 funds tracked by Wall St. Rank hold IWR as of Q4 2017.

  • Investment Centers of America reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 94,236 iShares Russell Mid-Cap ETF shares in Q4 2017, an estimated $4.65M.
  • Investment Centers of America first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and held it in 18 quarters.
  • Investment Centers of America's iShares Russell Mid-Cap ETF position peaked at $4.65M in Q3 2017.
  • 656 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.