John Rogers’s iShares Russell Mid-Cap ETF IWR Stock Holding History

John Rogers’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	-14,596	Closed	-$719K	–	177
2017 Q3	$719K	Buy	+14,596	New	+$705K	0.01%	174

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

John Rogers's IWR Position: Q4 2017 in Review

John Rogers sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2017, closing a stake of 14,596 shares — an estimated $719K sold.

John Rogers first reported a position in IWR in Q3 2017 and held it in 1 quarter. The position peaked at $719K in Q3 2017. 656 funds tracked by Wall St. Rank hold IWR as of Q4 2017.

John Rogers reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2017 after selling out during the quarter.
John Rogers sold 14,596 iShares Russell Mid-Cap ETF shares in Q4 2017, an estimated $719K.
John Rogers first reported a position in iShares Russell Mid-Cap ETF in Q3 2017 and held it in 1 quarter.
John Rogers's iShares Russell Mid-Cap ETF position peaked at $719K in Q3 2017.
656 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2017.

Based on Ariel Investments's 13F filing for Q4 2017, filed 14 Feb 2018.