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Landaas & Company’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Landaas & Company’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
Q3 		– Sell
-624
Closed -$33K – 189
2018
Q2 		$33K Buy
+624
New +$32.9K 0.03% 191
2018
Q1 		– Sell
-732
Closed -$38K – 183
2017
Q4 		$38K Buy
732
+108
+17% +$5.48K 0.03% 170
2017
Q3 		$31K Buy
+624
New +$30.1K 0.03% 183

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Landaas & Company's IWR Position: Q3 2018 in Review

Landaas & Company sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2018, closing a stake of 624 shares — an estimated $33K sold.

Landaas & Company first reported a position in IWR in Q3 2017 and held it in 3 quarters. The position peaked at $38K in Q4 2017. 688 funds tracked by Wall St. Rank hold IWR as of Q3 2018.

  • Landaas & Company reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2018 after selling out during the quarter.
  • Landaas & Company sold 624 iShares Russell Mid-Cap ETF shares in Q3 2018, an estimated $33K.
  • Landaas & Company first reported a position in iShares Russell Mid-Cap ETF in Q3 2017 and held it in 3 quarters.
  • Landaas & Company's iShares Russell Mid-Cap ETF position peaked at $38K in Q4 2017.
  • 688 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2018.

Based on Landaas & Company's 13F filing for Q3 2018, filed 14 Nov 2018.