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

Riverbridge 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
2017
Q4 		– Sell
-5,592
Closed -$276K – 141
2017
Q3 		$276K Hold
5,592
– – 0.01% 126
2017
Q2 		$269K Sell
5,592
-1,072
-16% -$50.8K 0.01% 133
2017
Q1 		$312K Sell
6,664
-52
-0.8% -$2.41K 0.01% 123
2016
Q4 		$300K Sell
6,716
-80
-1% -$3.5K 0.01% 122
2016
Q3 		$296K Sell
6,796
-1,180
-15% -$51.2K 0.01% 120
2016
Q2 		$335K Hold
7,976
– – 0.01% 119
2016
Q1 		$325K Hold
7,976
– – 0.01% 122
2015
Q4 		$319K Sell
7,976
-3,504
-31% -$143K 0.01% 124
2015
Q3 		$446K Hold
11,480
– – 0.01% 117
2015
Q2 		$489K Buy
11,480
+20
+0.2% +$870 0.01% 114
2015
Q1 		$496K Sell
11,460
-24
-0.2% -$1.02K 0.01% 112
2014
Q4 		$480K Sell
11,484
-32
-0.3% -$1.3K 0.01% 110
2014
Q3 		$456K Sell
11,516
-436
-4% -$17.6K 0.01% 111
2014
Q2 		$486K Sell
11,952
-1,408
-11% -$54.9K 0.01% 113
2014
Q1 		$517K Sell
13,360
-24
-0.2% -$910 0.01% 110
2013
Q4 		$502K Sell
13,384
-140
-1% -$5.06K 0.01% 107
2013
Q3 		$470K Buy
13,524
+1,736
+15% +$59.3K 0.01% 103
2013
Q2 		$383K Buy
+11,788
New +$382K 0.01% 111

Other funds holding IWR

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Riverbridge Partners's IWR Position: Q4 2017 in Review

Riverbridge Partners sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2017, closing a stake of 5,592 shares — an estimated $276K sold.

Riverbridge Partners first reported a position in IWR in Q2 2013 and held it in 18 quarters. The position peaked at $517K in Q1 2014. 656 funds tracked by Wall St. Rank hold IWR as of Q4 2017.

  • Riverbridge Partners reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2017 after selling out during the quarter.
  • Riverbridge Partners sold 5,592 iShares Russell Mid-Cap ETF shares in Q4 2017, an estimated $276K.
  • Riverbridge Partners first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and held it in 18 quarters.
  • Riverbridge Partners's iShares Russell Mid-Cap ETF position peaked at $517K in Q1 2014.
  • 656 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2017.

Based on Riverbridge Partners's 13F filing for Q4 2017, filed 24 Jan 2018.