Advisor Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Advisor 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 Q4	$18M	Buy	302,219 +18,043	+6%	+$1.04M	0.12%	154
2019 Q3	$15.9M	Buy	284,176 +7,669	+3%	+$429K	0.12%	159
2019 Q2	$15.5M	Buy	276,507 +560	+0.2%	+$30.7K	0.12%	153
2019 Q1	$14.9M	Buy	275,947 +38,879	+16%	+$2.01M	0.12%	150
2018 Q4	$11M	Buy	237,068 +65,264	+38%	+$3.29M	0.11%	165
2018 Q3	$9.47M	Buy	171,804 +57,036	+50%	+$3.13M	0.1%	189
2018 Q2	$6.09M	Sell	114,768 -3,672	-3%	-$193K	0.08%	218
2018 Q1	$6.12M	Sell	118,440 -564	-0.5%	-$29.7K	0.08%	212
2017 Q4	$6.2M	Buy	119,004 +10,764	+10%	+$546K	0.08%	216
2017 Q3	$5.33M	Buy	108,240 +1,180	+1%	+$57K	0.08%	210
2017 Q2	$5.14M	Buy	107,060 +4,268	+4%	+$202K	0.09%	219
2017 Q1	$4.81M	Sell	102,792 -38,656	-27%	-$1.79M	0.1%	223
2016 Q4	$6.32M	Buy	141,448 +41,464	+41%	+$1.81M	0.14%	158
2016 Q3	$4.36M	Sell	99,984 -9,444	-9%	-$409K	0.1%	213
2016 Q2	$4.6M	Buy	+109,428	New	+$4.52M	0.12%	193

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Advisor Group's IWR Position: Q4 2019 in Review

Advisor Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 6.3% in Q4 2019, buying an estimated $1.04M and bringing the position to 302,219 shares worth $18M. The position accounts for 0.12% of the portfolio, ranked #154.

Advisor Group first reported a position in IWR in Q2 2016 and has held it in 15 quarters since. 886 funds tracked by Wall St. Rank hold IWR as of Q4 2019.

Advisor Group held 302,219 shares of iShares Russell Mid-Cap ETF worth $18M as of Q4 2019.
Advisor Group bought 18,043 iShares Russell Mid-Cap ETF shares in Q4 2019, an estimated $1.04M.
iShares Russell Mid-Cap ETF made up 0.12% of Advisor Group's portfolio in Q4 2019, its #154 holding.
Advisor Group first reported a position in iShares Russell Mid-Cap ETF in Q2 2016 and has held it in 15 quarters since.
886 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.