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Vantage Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Vantage Investment Advisors’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
2018
Q3 		$127K Buy
2,300
+8
+0.3% +$438 0.03% 193
2018
Q2 		$122K Hold
2,292
– – 0.03% 186
2018
Q1 		$118K Buy
2,292
+4
+0.2% +$211 0.03% 179
2017
Q4 		$119K Buy
2,288
+16
+0.7% +$812 0.03% 183
2017
Q3 		$112K Buy
2,272
+8
+0.4% +$386 0.03% 180
2017
Q2 		$109K Buy
2,264
+464
+26% +$22K 0.03% 177
2017
Q1 		$84K Buy
1,800
+4
+0.2% +$185 0.03% 195
2016
Q4 		$80K Buy
1,796
+16
+0.9% +$700 0.03% 193
2016
Q3 		$77K Sell
1,780
-612
-26% -$26.5K 0.03% 195
2016
Q2 		$101K Hold
2,392
– – 0.04% 172
2016
Q1 		$97K Buy
2,392
+20
+0.8% +$761 0.04% 168
2015
Q4 		$95K Buy
2,372
+4
+0.2% +$163 0.05% 166
2015
Q3 		$92K Buy
2,368
+8
+0.3% +$331 0.05% 160
2015
Q2 		$101K Sell
2,360
-2,352
-50% -$102K 0.06% 162
2015
Q1 		$204K Buy
4,712
+2,364
+101% +$100K 0.06% 154
2014
Q4 		$98K Buy
2,348
+4
+0.2% +$162 0.06% 163
2014
Q3 		$93K Sell
2,344
-16
-0.7% -$645 0.06% 164
2014
Q2 		$96K Buy
2,360
+1,740
+281% +$67.8K 0.06% 167
2014
Q1 		$24K Hold
620
– – 0.02% 308
2013
Q4 		$23K Buy
+620
New +$22.4K 0.02% 308

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Vantage Investment Advisors's IWR Position: Q3 2018 in Review

Vantage Investment Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.35% in Q3 2018, buying an estimated $438 and bringing the position to 2,300 shares worth $127K. The position accounts for 0.03% of the portfolio, ranked #193.

Vantage Investment Advisors first reported a position in IWR in Q4 2013 and has held it in 20 quarters since. The position peaked at $204K in Q1 2015. 688 funds tracked by Wall St. Rank hold IWR as of Q3 2018.

  • Vantage Investment Advisors held 2,300 shares of iShares Russell Mid-Cap ETF worth $127K as of Q3 2018.
  • Vantage Investment Advisors bought 8 iShares Russell Mid-Cap ETF shares in Q3 2018, an estimated $438.
  • iShares Russell Mid-Cap ETF made up 0.03% of Vantage Investment Advisors's portfolio in Q3 2018, its #193 holding.
  • Vantage Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2013 and has held it in 20 quarters since.
  • Vantage Investment Advisors's iShares Russell Mid-Cap ETF position peaked at $204K in Q1 2015.
  • 688 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.