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

Berman 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
2021 Q3	$1.41M	Buy	17,981 +45	+0.3%	+$3.6K	0.22%	58
2021 Q2	$1.42M	Sell	17,936 -292	-2%	-$22.7K	0.23%	55
2021 Q1	$1.35M	Buy	18,228 +36	+0.2%	+$2.6K	0.28%	49
2020 Q4	$1.25M	Sell	18,192 -10,407	-36%	-$663K	0.3%	51
2020 Q3	$1.64M	Sell	28,599 -178	-0.6%	-$10.1K	0.47%	31
2020 Q2	$1.54M	Sell	28,777 -393	-1%	-$19.7K	0.4%	34
2020 Q1	$1.26M	Buy	29,170 +16,822	+136%	+$926K	0.41%	29
2019 Q4	$736K	Sell	12,348 -185	-1%	-$10.6K	0.21%	56
2019 Q3	$701K	Sell	12,533 -3,008	-19%	-$168K	0.22%	52
2019 Q2	$868K	Buy	15,541 +4,348	+39%	+$239K	0.28%	40
2019 Q1	$603K	Sell	11,193 -899	-7%	-$46.6K	0.2%	54
2018 Q4	$562K	Sell	12,092 -10,700	-47%	-$540K	0.22%	48
2018 Q3	$1.26M	Sell	22,792 -7,084	-24%	-$388K	0.53%	24
2018 Q2	$1.58M	Sell	29,876 -200	-0.7%	-$10.5K	0.55%	27
2018 Q1	$1.55M	Sell	30,076 -484	-2%	-$25.5K	0.59%	29
2017 Q4	$1.59M	Buy	+30,560	New	+$1.55M	0.53%	34

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Berman Capital Advisors's IWR Position: Q3 2021 in Review

Berman Capital Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.25% in Q3 2021, buying an estimated $3.6K and bringing the position to 17,981 shares worth $1.41M. The position accounts for 0.22% of the portfolio, ranked #58.

Berman Capital Advisors first reported a position in IWR in Q4 2017 and has held it in 16 quarters since. The position peaked at $1.64M in Q3 2020. 1,013 funds tracked by Wall St. Rank hold IWR as of Q3 2021.

Berman Capital Advisors held 17,981 shares of iShares Russell Mid-Cap ETF worth $1.41M as of Q3 2021.
Berman Capital Advisors bought 45 iShares Russell Mid-Cap ETF shares in Q3 2021, an estimated $3.6K.
iShares Russell Mid-Cap ETF made up 0.22% of Berman Capital Advisors's portfolio in Q3 2021, its #58 holding.
Berman Capital Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and has held it in 16 quarters since.
Berman Capital Advisors's iShares Russell Mid-Cap ETF position peaked at $1.64M in Q3 2020.
1,013 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.