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

Alterna 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
Q1 		– Sell
-2,810
Closed -$540K – 224
2018
Q4 		$540K Buy
+2,810
New +$142K 0.09% 161

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Alterna Wealth Management's IWR Position: Q1 2019 in Review

Alterna Wealth Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2019, closing a stake of 2,810 shares — an estimated $540K sold.

Alterna Wealth Management first reported a position in IWR in Q4 2018 and held it in 1 quarter. The position peaked at $540K in Q4 2018. 757 funds tracked by Wall St. Rank hold IWR as of Q1 2019.

  • Alterna Wealth Management reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 2,810 iShares Russell Mid-Cap ETF shares in Q1 2019, an estimated $540K.
  • Alterna Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's iShares Russell Mid-Cap ETF position peaked at $540K in Q4 2018.
  • 757 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.