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NatWest Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

NatWest Group’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
2015
Q4 		– Sell
-90,100
Closed -$3.5M – 233
2015
Q3 		$3.5M Buy
90,100
+4,888
+6% +$202K 0.08% 122
2015
Q2 		$3.63M Sell
85,212
-2,220
-3% -$96.5K 0.05% 124
2015
Q1 		$3.78M Sell
87,432
-5,616
-6% -$239K 0.05% 137
2014
Q4 		$3.89M Sell
93,048
-49,136
-35% -$1.99M 0.03% 132
2014
Q3 		$5.63M Sell
142,184
-9,440
-6% -$380K 0.05% 125
2014
Q2 		$6.16M Sell
151,624
-7,572
-5% -$295K 0.26% 116
2014
Q1 		$6.16M Sell
159,196
-11,644
-7% -$441K 0.27% 107
2013
Q4 		$6.41M Buy
170,840
+460
+0.3% +$16.6K 0.16% 144
2013
Q3 		$5.92M Sell
170,380
-6,912
-4% -$236K 0.17% 134
2013
Q2 		$5.76M Buy
+177,292
New +$5.75M 0.08% 179

Other funds holding IWR

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NatWest Group's IWR Position: Q4 2015 in Review

NatWest Group sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2015, closing a stake of 90,100 shares — an estimated $3.5M sold.

NatWest Group first reported a position in IWR in Q2 2013 and held it in 10 quarters. The position peaked at $6.41M in Q4 2013. 495 funds tracked by Wall St. Rank hold IWR as of Q4 2015.

  • NatWest Group reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2015 after selling out during the quarter.
  • NatWest Group sold 90,100 iShares Russell Mid-Cap ETF shares in Q4 2015, an estimated $3.5M.
  • NatWest Group first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and held it in 10 quarters.
  • NatWest Group's iShares Russell Mid-Cap ETF position peaked at $6.41M in Q4 2013.
  • 495 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2015.

Based on NatWest Group's 13F filing for Q4 2015, filed 16 Feb 2016.