New Amsterdam Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

New Amsterdam Partners’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
2019 Q1	–	Sell	-73,164	Closed	-$3.4M	–	121
2018 Q4	$3.4M	Buy	+73,164	New	+$3.69M	1.12%	36
2017 Q1	–	Sell	-9,188	Closed	-$411K	–	131
2016 Q4	$411K	Buy	+9,188	New	+$402K	0.09%	111
2015 Q1	–	Sell	-37,604	Closed	-$1.57M	–	126
2014 Q4	$1.57M	Buy	+37,604	New	+$1.53M	0.14%	108
2014 Q1	–	Sell	-19,452	Closed	-$729K	–	129
2013 Q4	$729K	Buy	+19,452	New	+$703K	0.05%	112

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

New Amsterdam Partners's IWR Position: Q1 2019 in Review

New Amsterdam Partners sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2019, closing a stake of 73,164 shares — an estimated $3.4M sold.

New Amsterdam Partners first reported a position in IWR in Q4 2013 and held it in 4 quarters. The position peaked at $3.4M in Q4 2018. 757 funds tracked by Wall St. Rank hold IWR as of Q1 2019.

New Amsterdam Partners reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2019 after selling out during the quarter.
New Amsterdam Partners sold 73,164 iShares Russell Mid-Cap ETF shares in Q1 2019, an estimated $3.4M.
New Amsterdam Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2013 and held it in 4 quarters.
New Amsterdam Partners's iShares Russell Mid-Cap ETF position peaked at $3.4M in Q4 2018.
757 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2019.

Based on New Amsterdam Partners's 13F filing for Q1 2019, filed 2 May 2019.