Bridgeworth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bridgeworth’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
2018 Q3	–	Sell	-852	Closed	-$44K	–	332
2018 Q2	$44K	Buy	+852	New	+$44.9K	0.02%	302

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 $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Bridgeworth's IWR Position: Q3 2018 in Review

Bridgeworth sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2018, closing a stake of 852 shares — an estimated $44K sold.

Bridgeworth first reported a position in IWR in Q2 2018 and held it in 1 quarter. The position peaked at $44K in Q2 2018. 688 funds tracked by Wall St. Rank hold IWR as of Q3 2018.

Bridgeworth reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 852 iShares Russell Mid-Cap ETF shares in Q3 2018, an estimated $44K.
Bridgeworth first reported a position in iShares Russell Mid-Cap ETF in Q2 2018 and held it in 1 quarter.
Bridgeworth's iShares Russell Mid-Cap ETF position peaked at $44K in Q2 2018.
688 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.