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Atlas Capital Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Atlas Capital 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
2020
Q2 		– Sell
-560
Closed -$24.2K – 707
2020
Q1 		$24.2K Sell
560
-600
-52% -$33K 0.01% 502
2019
Q4 		$69.2K Hold
1,160
– – 0.02% 434
2019
Q3 		$64.9K Hold
1,160
– – 0.02% 436
2019
Q2 		$64.8K Buy
+1,160
New +$63.6K 0.02% 450

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Atlas Capital Advisors's IWR Position: Q2 2020 in Review

Atlas Capital Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2020, closing a stake of 560 shares — an estimated $24.2K sold.

Atlas Capital Advisors first reported a position in IWR in Q2 2019 and held it in 4 quarters. The position peaked at $69.2K in Q4 2019. 833 funds tracked by Wall St. Rank hold IWR as of Q2 2020.

  • Atlas Capital Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Atlas Capital Advisors sold 560 iShares Russell Mid-Cap ETF shares in Q2 2020, an estimated $24.2K.
  • Atlas Capital Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2019 and held it in 4 quarters.
  • Atlas Capital Advisors's iShares Russell Mid-Cap ETF position peaked at $69.2K in Q4 2019.
  • 833 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2020.

Based on Atlas Capital Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.