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Bar Harbor Trust Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bar Harbor Trust 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
Q1 		– Sell
-4,618
Closed -$275K – 115
2019
Q4 		$275K Buy
+4,618
New +$265K 0.11% 101

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JP Morgan Chase
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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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bar Harbor Trust Services's IWR Position: Q1 2020 in Review

Bar Harbor Trust Services sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2020, closing a stake of 4,618 shares — an estimated $275K sold.

Bar Harbor Trust Services first reported a position in IWR in Q4 2019 and held it in 1 quarter. The position peaked at $275K in Q4 2019. 811 funds tracked by Wall St. Rank hold IWR as of Q1 2020.

  • Bar Harbor Trust Services reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Bar Harbor Trust Services sold 4,618 iShares Russell Mid-Cap ETF shares in Q1 2020, an estimated $275K.
  • Bar Harbor Trust Services first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and held it in 1 quarter.
  • Bar Harbor Trust Services's iShares Russell Mid-Cap ETF position peaked at $275K in Q4 2019.
  • 811 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2020.

Based on Bar Harbor Trust Services's 13F filing for Q1 2020, filed 14 May 2020.