American Financial Network Advisory Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

American Financial Network Advisory Services’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 Q3	$446K	Sell	7,964 -4,929	-38%	-$276K	0.67%	37
2019 Q2	$714K	Sell	12,893 -2,016	-14%	-$111K	0.56%	40
2019 Q1	$794K	Sell	14,909 -1,243	-8%	-$64.4K	0.59%	37
2018 Q4	$751K	Sell	16,152 -1,496	-8%	-$75.5K	0.53%	56
2018 Q3	$978K	Buy	17,648 +17,476	+10,160%	+$958K	0.52%	58
2018 Q2	$1.05K	Hold	172	–	–	0.57%	53
2018 Q1	$1.02K	Sell	172 -27,104	-99%	-$1.43M	0.54%	53
2017 Q4	$1.42M	Sell	27,276 -10,800	-28%	-$548K	0.6%	45
2017 Q3	$1.88M	Buy	+38,076	New	+$1.84M	0.81%	28

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

American Financial Network Advisory Services's IWR Position: Q3 2019 in Review

American Financial Network Advisory Services reduced its iShares Russell Mid-Cap ETF (IWR) stake by 38% in Q3 2019, selling an estimated $276K and leaving 7,964 shares worth $446K. The position accounts for 0.67% of the portfolio, ranked #37.

American Financial Network Advisory Services first reported a position in IWR in Q3 2017 and has held it in 9 quarters since. The position peaked at $1.88M in Q3 2017. 764 funds tracked by Wall St. Rank hold IWR as of Q3 2019.

American Financial Network Advisory Services held 7,964 shares of iShares Russell Mid-Cap ETF worth $446K as of Q3 2019.
American Financial Network Advisory Services sold 4,929 iShares Russell Mid-Cap ETF shares in Q3 2019, an estimated $276K.
iShares Russell Mid-Cap ETF made up 0.67% of American Financial Network Advisory Services's portfolio in Q3 2019, its #37 holding.
American Financial Network Advisory Services first reported a position in iShares Russell Mid-Cap ETF in Q3 2017 and has held it in 9 quarters since.
American Financial Network Advisory Services's iShares Russell Mid-Cap ETF position peaked at $1.88M in Q3 2017.
764 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2019.

Based on American Financial Network Advisory Services's 13F filing for Q3 2019, filed 12 Nov 2019.