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TD Ameritrade Investment Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

TD Ameritrade Investment Management’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
2023
Q3 		– Sell
-153,861
Closed -$11.2M – 255
2023
Q2 		$11.2M Sell
153,861
-5,191
-3% -$361K 0.12% 66
2023
Q1 		$11.1M Sell
159,052
-7,018
-4% -$496K 0.11% 70
2022
Q4 		$11.2M Sell
166,070
-9,592
-5% -$647K 0.11% 69
2022
Q3 		$10.9M Sell
175,662
-11,950
-6% -$822K 0.11% 70
2022
Q2 		$12.1M Sell
187,612
-59,825
-24% -$4.26M 0.11% 70
2022
Q1 		$19.3M Buy
247,437
+7,486
+3% +$576K 0.14% 65
2021
Q4 		$19.9M Sell
239,951
-68,954
-22% -$5.66M 0.14% 61
2021
Q3 		$17.7M Buy
308,905
+50,666
+20% +$4.06M 0.14% 61
2021
Q2 		$20.5M Sell
258,239
-29,854
-10% -$2.32M 0.15% 61
2021
Q1 		$19.7M Hold
288,093
– – 0.15% 59
2020
Q4 		$19.7M Sell
288,093
-20,812
-7% -$1.33M 0.15% 59
2020
Q3 		$17.7M Sell
308,905
-13,519
-4% -$770K 0.14% 61
2020
Q2 		$17.3M Buy
322,424
+62,495
+24% +$3.13M 0.14% 63
2020
Q1 		$11.2M Buy
259,929
+226,282
+673% +$12.5M 0.1% 66
2019
Q4 		$2.01M Sell
33,647
-1,222
-4% -$70.2K 0.02% 97
2019
Q3 		$1.95M Buy
34,869
+5,107
+17% +$285K 0.02% 96
2019
Q2 		$1.66M Buy
29,762
+12,854
+76% +$705K 0.01% 97
2019
Q1 		$912K Buy
+16,908
New +$876K 0.01% 113
2014
Q2 		– Sell
-420
Closed -$16K – 99
2014
Q1 		$16K Sell
420
-448
-52% -$17K ﹤0.01% 96
2013
Q4 		$33K Sell
868
-2,200
-72% -$79.5K ﹤0.01% 82
2013
Q3 		$107K Buy
3,068
+1,508
+97% +$51.5K ﹤0.01% 72
2013
Q2 		$51K Buy
+1,560
New +$50.6K ﹤0.01% 78

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TD Ameritrade Investment Management's IWR Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2023, closing a stake of 153,861 shares — an estimated $11.2M sold.

TD Ameritrade Investment Management first reported a position in IWR in Q2 2013 and held it in 22 quarters. The position peaked at $20.5M in Q2 2021. 1,141 funds tracked by Wall St. Rank hold IWR as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 153,861 iShares Russell Mid-Cap ETF shares in Q3 2023, an estimated $11.2M.
  • TD Ameritrade Investment Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and held it in 22 quarters.
  • TD Ameritrade Investment Management's iShares Russell Mid-Cap ETF position peaked at $20.5M in Q2 2021.
  • 1,141 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.