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Boys Arnold & Co’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Boys Arnold & Co’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
-32,199
Closed -$1.39M – 114
2020
Q1 		$1.39M Buy
32,199
+915
+3% +$50.4K 0.25% 91
2019
Q4 		$1.86M Sell
31,284
-283
-0.9% -$16.2K 0.25% 90
2019
Q3 		$1.76M Buy
31,567
+7,055
+29% +$394K 0.26% 91
2019
Q2 		$1.37M Buy
24,512
+2,685
+12% +$147K 0.2% 108
2019
Q1 		$1.18M Buy
21,827
+1,679
+8% +$87K 0.18% 124
2018
Q4 		$928K Buy
20,148
+1,660
+9% +$83.7K 0.15% 136
2018
Q3 		$1.02M Buy
18,488
+68
+0.4% +$3.73K 0.14% 145
2018
Q2 		$977K Sell
18,420
-744
-4% -$39.2K 0.14% 145
2018
Q1 		$996K Buy
19,164
+344
+2% +$18.1K 0.15% 145
2017
Q4 		$979K Buy
18,820
+6,440
+52% +$327K 0.15% 153
2017
Q3 		$610K Buy
12,380
+400
+3% +$19.3K 0.1% 182
2017
Q2 		$575K Sell
11,980
-1,100
-8% -$52.2K 0.07% 185
2017
Q1 		$612K Buy
13,080
+2,000
+18% +$92.7K 0.1% 175
2016
Q4 		$495K Buy
11,080
+3,000
+37% +$131K 0.08% 193
2016
Q3 		$352K Hold
8,080
– – 0.06% 220
2016
Q2 		$340K Buy
+8,080
New +$334K 0.06% 216

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Boys Arnold & Co's IWR Position: Q2 2020 in Review

Boys Arnold & Co sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2020, closing a stake of 32,199 shares — an estimated $1.39M sold.

Boys Arnold & Co first reported a position in IWR in Q2 2016 and held it in 16 quarters. The position peaked at $1.86M in Q4 2019. 834 funds tracked by Wall St. Rank hold IWR as of Q2 2020.

  • Boys Arnold & Co reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Boys Arnold & Co sold 32,199 iShares Russell Mid-Cap ETF shares in Q2 2020, an estimated $1.39M.
  • Boys Arnold & Co first reported a position in iShares Russell Mid-Cap ETF in Q2 2016 and held it in 16 quarters.
  • Boys Arnold & Co's iShares Russell Mid-Cap ETF position peaked at $1.86M in Q4 2019.
  • 834 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2020.

Based on Boys Arnold & Co's 13F filing for Q2 2020.