ARS Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

ARS Wealth Advisors’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 Q2	$394K	Buy	4,968 +1	+0%	+$78	0.07%	91
2021 Q1	$367K	Buy	4,967 +1	+0%	+$72	0.08%	89
2020 Q4	$340K	Buy	4,966 +1	+0%	+$64	0.07%	91
2020 Q3	$285K	Buy	4,965 +2	+0%	+$114	0.08%	83
2020 Q2	$266K	Buy	4,963 +2	+0%	+$100	0.08%	82
2020 Q1	$214K	Buy	4,961 +3	+0.1%	+$165	0.09%	82
2019 Q4	$296K	Buy	+4,958	New	+$285K	0.09%	89
2018 Q4	–	Sell	-4,260	Closed	-$235K	–	113
2018 Q3	$235K	Hold	4,260	–	–	0.08%	106
2018 Q2	$226K	Sell	4,260 -192	-4%	-$10.1K	0.08%	104
2018 Q1	$230K	Buy	+4,452	New	+$235K	0.09%	108

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ARS Wealth Advisors's IWR Position: Q2 2021 in Review

ARS Wealth Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.02% in Q2 2021, buying an estimated $78 and bringing the position to 4,968 shares worth $394K. The position accounts for 0.07% of the portfolio, ranked #91.

ARS Wealth Advisors first reported a position in IWR in Q1 2018 and has held it in 10 quarters since. 1,012 funds tracked by Wall St. Rank hold IWR as of Q2 2021.

ARS Wealth Advisors held 4,968 shares of iShares Russell Mid-Cap ETF worth $394K as of Q2 2021.
ARS Wealth Advisors bought 1 iShares Russell Mid-Cap ETF share in Q2 2021, an estimated $78.
iShares Russell Mid-Cap ETF made up 0.07% of ARS Wealth Advisors's portfolio in Q2 2021, its #91 holding.
ARS Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2018 and has held it in 10 quarters since.
1,012 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.