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

Altavista 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
2021 Q4	$677K	Hold	8,157	–	–	0.14%	111
2021 Q3	$638K	Hold	8,157	–	–	0.14%	107
2021 Q2	$646K	Buy	8,157 +957	+13%	+$74.2K	0.14%	105
2021 Q1	$532K	Hold	7,200	–	–	0.13%	109
2020 Q4	$494K	Hold	7,200	–	–	0.13%	110
2020 Q3	$413K	Hold	7,200	–	–	0.11%	111
2020 Q2	$386K	Hold	7,200	–	–	0.11%	114
2020 Q1	$311K	Hold	7,200	–	–	0.11%	124
2019 Q4	$429K	Hold	7,200	–	–	0.13%	111
2019 Q3	$403K	Hold	7,200	–	–	0.13%	113
2019 Q2	$402K	Hold	7,200	–	–	0.13%	108
2019 Q1	$388K	Hold	7,200	–	–	0.14%	111
2018 Q4	$335K	Hold	7,200	–	–	0.14%	111
2018 Q3	$397K	Sell	7,200 -216	-3%	-$11.8K	0.15%	111
2018 Q2	$393K	Buy	7,416 +216	+3%	+$11.4K	0.16%	105
2018 Q1	$372K	Sell	7,200 -400	-5%	-$21.1K	0.16%	107
2017 Q4	$395K	Hold	7,600	–	–	0.17%	106
2017 Q3	$375K	Hold	7,600	–	–	0.18%	92
2017 Q2	$365K	Sell	7,600 -400	-5%	-$19K	0.18%	91
2017 Q1	$374K	Hold	8,000	–	–	0.19%	89
2016 Q4	$358K	Hold	8,000	–	–	0.19%	87
2016 Q3	$349K	Hold	8,000	–	–	0.19%	93
2016 Q2	$336K	Hold	8,000	–	–	0.19%	96
2016 Q1	$326K	Hold	8,000	–	–	0.18%	97
2015 Q4	$320K	Hold	8,000	–	–	0.19%	94
2015 Q3	$311K	Hold	8,000	–	–	0.2%	92
2015 Q2	$341K	Hold	8,000	–	–	0.21%	91
2015 Q1	$346K	Sell	8,000 -2,000	-20%	-$85K	0.21%	92
2014 Q4	$418K	Sell	10,000 -2,000	-17%	-$81.2K	0.26%	82
2014 Q3	$475K	Sell	12,000 -2,000	-14%	-$80.6K	0.31%	67
2014 Q2	$569K	Hold	14,000	–	–	0.35%	66
2014 Q1	$542K	Sell	14,000 -416	-3%	-$15.8K	0.33%	76
2013 Q4	$541K	Buy	14,416 +416	+3%	+$15K	0.33%	74
2013 Q3	$487K	Hold	14,000	–	–	0.32%	77
2013 Q2	$455K	Buy	+14,000	New	+$454K	0.31%	74

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Altavista Wealth Management's IWR Position: Q4 2021 in Review

Altavista Wealth Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q4 2021 at 8,157 shares worth $677K. The position accounts for 0.14% of the portfolio, ranked #111.

Altavista Wealth Management first reported a position in IWR in Q2 2013 and has held it in 35 quarters since. 1,136 funds tracked by Wall St. Rank hold IWR as of Q4 2021.

Altavista Wealth Management held 8,157 shares of iShares Russell Mid-Cap ETF worth $677K as of Q4 2021.
Altavista Wealth Management left its iShares Russell Mid-Cap ETF share count unchanged in Q4 2021.
iShares Russell Mid-Cap ETF made up 0.14% of Altavista Wealth Management's portfolio in Q4 2021, its #111 holding.
Altavista Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 35 quarters since.
1,136 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.