Aevitas Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Aevitas Wealth 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
2019 Q2	–	Sell	-1,200	Closed	-$64K	–	211
2019 Q1	$64K	Hold	1,200	–	–	0.06%	170
2018 Q4	$56K	Hold	1,200	–	–	0.06%	174
2018 Q3	$66K	Hold	1,200	–	–	0.06%	170
2018 Q2	$64K	Sell	1,200 -400	-25%	-$21.1K	0.06%	171
2018 Q1	$83K	Hold	1,600	–	–	0.08%	144
2017 Q4	$83K	Buy	+1,600	New	+$81.2K	0.08%	148

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Aevitas Wealth Management's IWR Position: Q2 2019 in Review

Aevitas Wealth Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2019, closing a stake of 1,200 shares — an estimated $64K sold.

Aevitas Wealth Management first reported a position in IWR in Q4 2017 and held it in 6 quarters. The position peaked at $83K in Q1 2018. 761 funds tracked by Wall St. Rank hold IWR as of Q2 2019.

Aevitas Wealth Management reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 1,200 iShares Russell Mid-Cap ETF shares in Q2 2019, an estimated $64K.
Aevitas Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's iShares Russell Mid-Cap ETF position peaked at $83K in Q1 2018.
761 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.