Schroder Investment Management Group
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Schroder Investment Management Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Schroder Investment Management 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
2019
Q2 		– Sell
-80,477
Closed -$4.34M – 1236
2019
Q1 		$4.34M Sell
80,477
-7,875
-9% -$408K 0.01% 719
2018
Q4 		$4.11M Sell
88,352
-125,460
-59% -$6.33M 0.01% 704
2018
Q3 		$11.8M Buy
213,812
+44,892
+27% +$2.46M 0.02% 570
2018
Q2 		$8.95M Buy
168,920
+7,668
+5% +$404K 0.02% 620
2018
Q1 		$8.32M Sell
161,252
-54,876
-25% -$2.89M 0.01% 641
2017
Q4 		$11.2M Sell
216,128
-105,612
-33% -$5.36M 0.02% 625
2017
Q3 		$15.8M Buy
321,740
+171,556
+114% +$8.28M 0.03% 528
2017
Q2 		$7.2M Buy
150,184
+1,624
+1% +$77K 0.01% 669
2017
Q1 		$6.96M Sell
148,560
-56,392
-28% -$2.61M 0.01% 660
2016
Q4 		$9.16M Buy
204,952
+59,752
+41% +$2.61M 0.02% 631
2016
Q3 		$6.33M Buy
145,200
+123,600
+572% +$5.36M 0.01% 701
2016
Q2 		$908K Buy
+21,600
New +$892K ﹤0.01% 923
2015
Q4 		– Sell
-91,200
Closed -$3.55M – 1211
2015
Q3 		$3.55M Buy
91,200
+18,000
+25% +$745K 0.01% 794
2015
Q2 		$3.11M Sell
73,200
-32,000
-30% -$1.39M 0.01% 789
2015
Q1 		$4.52M Sell
105,200
-27,200
-21% -$1.16M 0.01% 774
2014
Q4 		$5.53M Buy
132,400
+56,400
+74% +$2.29M 0.01% 772
2014
Q3 		$3.01M Buy
+76,000
New +$3.06M ﹤0.01% 859
2014
Q2 		– Sell
-20,800
Closed -$805K – 1411
2014
Q1 		$805K Sell
20,800
-89,200
-81% -$3.38M ﹤0.01% 1000
2013
Q4 		$4.12M Buy
110,000
+89,600
+439% +$3.24M 0.01% 829
2013
Q3 		$709K Sell
20,400
-28,000
-58% -$957K ﹤0.01% 1057
2013
Q2 		$1.57M Buy
+48,400
New +$1.57M ﹤0.01% 940

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
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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Schroder Investment Management Group's IWR Position: Q2 2019 in Review

Schroder Investment Management Group sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2019, closing a stake of 80,477 shares — an estimated $4.34M sold.

Schroder Investment Management Group first reported a position in IWR in Q2 2013 and held it in 21 quarters. The position peaked at $15.8M in Q3 2017. 761 funds tracked by Wall St. Rank hold IWR as of Q2 2019.

  • Schroder Investment Management Group reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Schroder Investment Management Group sold 80,477 iShares Russell Mid-Cap ETF shares in Q2 2019, an estimated $4.34M.
  • Schroder Investment Management Group first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and held it in 21 quarters.
  • Schroder Investment Management Group's iShares Russell Mid-Cap ETF position peaked at $15.8M in Q3 2017.
  • 761 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2019.

Based on Schroder Investment Management Group's 13F filing for Q2 2019, filed 8 Aug 2019.