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Buffington Mohr McNeal’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Buffington Mohr McNeal’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
2019
Q2 		– Sell
-1,213
Closed -$65K – 224
2019
Q1 		$65K Buy
+1,213
New +$62.8K 0.02% 174

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Buffington Mohr McNeal's IWR Position: Q2 2019 in Review

Buffington Mohr McNeal sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2019, closing a stake of 1,213 shares — an estimated $65K sold.

Buffington Mohr McNeal first reported a position in IWR in Q1 2019 and held it in 1 quarter. The position peaked at $65K in Q1 2019. 761 funds tracked by Wall St. Rank hold IWR as of Q2 2019.

  • Buffington Mohr McNeal reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Buffington Mohr McNeal sold 1,213 iShares Russell Mid-Cap ETF shares in Q2 2019, an estimated $65K.
  • Buffington Mohr McNeal first reported a position in iShares Russell Mid-Cap ETF in Q1 2019 and held it in 1 quarter.
  • Buffington Mohr McNeal's iShares Russell Mid-Cap ETF position peaked at $65K in Q1 2019.
  • 761 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2019.

Based on Buffington Mohr McNeal's 13F filing for Q2 2019, filed 31 Jul 2019.