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Andesa Financial Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Andesa Financial 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
2020
Q2 		– Sell
-5,714
Closed -$247K – 120
2020
Q1 		$247K Buy
+5,714
New +$314K 0.28% 75

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Andesa Financial Management's IWR Position: Q2 2020 in Review

Andesa Financial Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2020, closing a stake of 5,714 shares — an estimated $247K sold.

Andesa Financial Management first reported a position in IWR in Q1 2020 and held it in 1 quarter. The position peaked at $247K in Q1 2020. 833 funds tracked by Wall St. Rank hold IWR as of Q2 2020.

  • Andesa Financial Management reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Andesa Financial Management sold 5,714 iShares Russell Mid-Cap ETF shares in Q2 2020, an estimated $247K.
  • Andesa Financial Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2020 and held it in 1 quarter.
  • Andesa Financial Management's iShares Russell Mid-Cap ETF position peaked at $247K in Q1 2020.
  • 833 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2020.

Based on Andesa Financial Management's 13F filing for Q2 2020, filed 7 Aug 2020.