Bank Pictet & Cie (Europe)’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bank Pictet & Cie (Europe)’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 Q3	–	Sell	-6,388	Closed	-$342K	–	145
2020 Q2	$342K	Hold	6,388	–	–	0.02%	99
2020 Q1	$276K	Sell	6,388 -36	-0.6%	-$1.98K	0.03%	120
2019 Q4	$383K	Hold	6,424	–	–	0.06%	129
2019 Q3	$359K	Hold	6,424	–	–	0.06%	133
2019 Q2	$359K	Sell	6,424 -380	-6%	-$20.8K	0.06%	134
2019 Q1	$367K	Hold	6,804	–	–	0.06%	124
2018 Q4	$316K	Hold	6,804	–	–	0.06%	118
2018 Q3	$375K	Hold	6,804	–	–	0.05%	140
2018 Q2	$361K	Hold	6,804	–	–	0.06%	132
2018 Q1	$351K	Sell	6,804 -1,820	-21%	-$95.9K	0.06%	135
2017 Q4	$449K	Sell	8,624 -936	-10%	-$47.5K	0.06%	134
2017 Q3	$471K	Hold	9,560	–	–	0.07%	139
2017 Q2	$459K	Hold	9,560	–	–	0.06%	147
2017 Q1	$447K	Hold	9,560	–	–	0.06%	146
2016 Q4	$427K	Hold	9,560	–	–	0.07%	129
2016 Q3	$417K	Hold	9,560	–	–	0.08%	124
2016 Q2	$402K	Hold	9,560	–	–	0.08%	120
2016 Q1	$389K	Hold	9,560	–	–	0.08%	124
2015 Q4	$383K	Hold	9,560	–	–	0.08%	126
2015 Q3	$372K	Hold	9,560	–	–	0.09%	126
2015 Q2	$407K	Hold	9,560	–	–	0.4%	67
2015 Q1	$414K	Buy	+9,560	New	+$406K	0.1%	135

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 $202B AUM 37.79% 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

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

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

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

Bank Pictet & Cie (Europe)'s IWR Position: Q3 2020 in Review

Bank Pictet & Cie (Europe) sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2020, closing a stake of 6,388 shares — an estimated $342K sold.

Bank Pictet & Cie (Europe) first reported a position in IWR in Q1 2015 and held it in 22 quarters. The position peaked at $471K in Q3 2017. 838 funds tracked by Wall St. Rank hold IWR as of Q3 2020.

Bank Pictet & Cie (Europe) reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2020 after selling out during the quarter.
Bank Pictet & Cie (Europe) sold 6,388 iShares Russell Mid-Cap ETF shares in Q3 2020, an estimated $342K.
Bank Pictet & Cie (Europe) first reported a position in iShares Russell Mid-Cap ETF in Q1 2015 and held it in 22 quarters.
Bank Pictet & Cie (Europe)'s iShares Russell Mid-Cap ETF position peaked at $471K in Q3 2017.
838 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2020.

Based on Bank Pictet & Cie (Europe)'s 13F filing for Q3 2020, filed 10 Nov 2020.