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National Planning Corporation’s iShares Russell Mid-Cap ETF IWR Stock Holding History

National Planning Corporation’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
-26,772
Closed -$1.32M – 329
2017
Q3 		$1.32M Buy
26,772
+8,428
+46% +$407K 0.11% 194
2017
Q2 		$885K Sell
18,344
-912
-5% -$43.2K 0.07% 276
2017
Q1 		$895K Sell
19,256
-3,004
-13% -$139K 0.07% 256
2016
Q4 		$1.02M Sell
22,260
-17,316
-44% -$757K 0.08% 232
2016
Q3 		$1.67M Buy
39,576
+92
+0.2% +$3.99K 0.13% 167
2016
Q2 		$1.7M Sell
39,484
-1,064
-3% -$43.9K 0.13% 168
2016
Q1 		$1.66M Sell
40,548
-65,368
-62% -$2.49M 0.14% 159
2015
Q4 		$3.85M Buy
105,916
+66,724
+170% +$2.72M 0.32% 75
2015
Q3 		$1.64M Buy
39,192
+3,652
+10% +$151K 0.15% 149
2015
Q2 		$1.51M Buy
35,540
+2,116
+6% +$92K 0.14% 157
2015
Q1 		$1.43M Sell
33,424
-55,128
-62% -$2.34M 0.13% 161
2014
Q4 		$3.65M Sell
88,552
-41,752
-32% -$1.7M 0.26% 71
2014
Q3 		$5.15M Buy
130,304
+31,208
+31% +$1.26M 0.39% 53
2014
Q2 		$4.03M Buy
99,096
+13,508
+16% +$527K 0.32% 64
2014
Q1 		$3.35M Buy
85,588
+30,244
+55% +$1.15M 0.29% 67
2013
Q4 		$2.07M Buy
55,344
+13,744
+33% +$497K 0.18% 118
2013
Q3 		$1.47M Buy
41,600
+9,992
+32% +$341K 0.14% 160
2013
Q2 		$1.03M Buy
+31,608
New +$1.02M 0.13% 173

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
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

National Planning Corporation's IWR Position: Q4 2017 in Review

National Planning Corporation sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2017, closing a stake of 26,772 shares — an estimated $1.32M sold.

National Planning Corporation first reported a position in IWR in Q2 2013 and held it in 18 quarters. The position peaked at $5.15M in Q3 2014. 655 funds tracked by Wall St. Rank hold IWR as of Q4 2017.

  • National Planning Corporation reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 26,772 iShares Russell Mid-Cap ETF shares in Q4 2017, an estimated $1.32M.
  • National Planning Corporation first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's iShares Russell Mid-Cap ETF position peaked at $5.15M in Q3 2014.
  • 655 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.