American Investment Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

American Investment 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
2020 Q2	–	Sell	-19,014	Closed	-$821K	–	137
2020 Q1	$821K	Hold	19,014	–	–	0.31%	58
2019 Q4	$1.13M	Buy	19,014 +818	+4%	+$47K	0.34%	47
2019 Q3	$1.02M	Hold	18,196	–	–	0.32%	51
2019 Q2	$1.02M	Hold	18,196	–	–	0.32%	51
2019 Q1	$982K	Hold	18,196	–	–	0.31%	46
2018 Q4	$846K	Hold	18,196	–	–	0.3%	56
2018 Q3	$1M	Hold	18,196	–	–	0.34%	48
2018 Q2	$965K	Hold	18,196	–	–	0.33%	54
2018 Q1	$939K	Buy	+18,196	New	+$959K	0.33%	56

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

American Investment Services's IWR Position: Q2 2020 in Review

American Investment Services sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2020, closing a stake of 19,014 shares — an estimated $821K sold.

American Investment Services first reported a position in IWR in Q1 2018 and held it in 9 quarters. The position peaked at $1.13M in Q4 2019. 833 funds tracked by Wall St. Rank hold IWR as of Q2 2020.

American Investment Services reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
American Investment Services sold 19,014 iShares Russell Mid-Cap ETF shares in Q2 2020, an estimated $821K.
American Investment Services first reported a position in iShares Russell Mid-Cap ETF in Q1 2018 and held it in 9 quarters.
American Investment Services's iShares Russell Mid-Cap ETF position peaked at $1.13M in Q4 2019.
833 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2020.

Based on American Investment Services's 13F filing for Q2 2020, filed 3 Aug 2020.