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Allred Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Allred Capital 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
2021
Q2 		– Sell
-100
Closed -$7.39K – 475
2021
Q1 		$7.39K Buy
+100
New +$7.23K ﹤0.01% 642
2020
Q1 		– Sell
-100
Closed -$5.96K – 412
2019
Q4 		$5.96K Buy
+100
New +$5.74K ﹤0.01% 645

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Allred Capital Management's IWR Position: Q2 2021 in Review

Allred Capital Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2021, closing a stake of 100 shares — an estimated $7.39K sold.

Allred Capital Management first reported a position in IWR in Q4 2019 and held it in 2 quarters. The position peaked at $7.39K in Q1 2021. 1,012 funds tracked by Wall St. Rank hold IWR as of Q2 2021.

  • Allred Capital Management reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Allred Capital Management sold 100 iShares Russell Mid-Cap ETF shares in Q2 2021, an estimated $7.39K.
  • Allred Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and held it in 2 quarters.
  • Allred Capital Management's iShares Russell Mid-Cap ETF position peaked at $7.39K in Q1 2021.
  • 1,012 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.