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Rockefeller Financial Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Rockefeller Financial Services’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 		$62K Hold
1,192
– – ﹤0.01% 404
2017
Q3 		$59K Hold
1,192
– – ﹤0.01% 412
2017
Q2 		$57K Hold
1,192
– – ﹤0.01% 373
2017
Q1 		$56K Hold
1,192
– – ﹤0.01% 390
2016
Q4 		$54K Buy
1,192
+324
+37% +$14.2K ﹤0.01% 416
2016
Q3 		$37K Buy
+868
New +$37.6K ﹤0.01% 406

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

Rockefeller Financial Services's IWR Position: Q4 2017 in Review

Rockefeller Financial Services held its iShares Russell Mid-Cap ETF (IWR) position steady in Q4 2017 at 1,192 shares worth $62K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Rockefeller Financial Services first reported a position in IWR in Q3 2016 and has held it in 6 quarters since. 655 funds tracked by Wall St. Rank hold IWR as of Q4 2017.

  • Rockefeller Financial Services held 1,192 shares of iShares Russell Mid-Cap ETF worth $62K as of Q4 2017.
  • Rockefeller Financial Services left its iShares Russell Mid-Cap ETF share count unchanged in Q4 2017.
  • iShares Russell Mid-Cap ETF made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #404 holding.
  • Rockefeller Financial Services first reported a position in iShares Russell Mid-Cap ETF in Q3 2016 and has held it in 6 quarters since.
  • 655 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.