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Affiance Financial’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Affiance Financial’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
2020
Q1 		– Sell
-532
Closed -$32K – 144
2019
Q4 		$32K Buy
+532
New +$30.5K 0.02% 118

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Affiance Financial's IWR Position: Q1 2020 in Review

Affiance Financial sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2020, closing a stake of 532 shares — an estimated $32K sold.

Affiance Financial first reported a position in IWR in Q4 2019 and held it in 1 quarter. The position peaked at $32K in Q4 2019. 811 funds tracked by Wall St. Rank hold IWR as of Q1 2020.

  • Affiance Financial reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Affiance Financial sold 532 iShares Russell Mid-Cap ETF shares in Q1 2020, an estimated $32K.
  • Affiance Financial first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and held it in 1 quarter.
  • Affiance Financial's iShares Russell Mid-Cap ETF position peaked at $32K in Q4 2019.
  • 811 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2020.

Based on Affiance Financial's 13F filing for Q1 2020, filed 14 Apr 2020.