Burt Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Burt Wealth 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 Q1	–	Sell	-299	Closed	-$20K	–	227
2020 Q4	$20K	Hold	299	–	–	0.01%	239
2020 Q3	$17K	Hold	299	–	–	0.01%	248
2020 Q2	$16K	Hold	299	–	–	0.01%	243
2020 Q1	$13K	Hold	299	–	–	0.01%	253
2019 Q4	$18K	Hold	299	–	–	0.01%	251
2019 Q3	$17K	Hold	299	–	–	0.01%	255
2019 Q2	$17K	Buy	+299	New	+$16.4K	0.01%	255

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

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 $374B AUM 17.66% 1-Year Est. Return

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

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

Burt Wealth Advisors's IWR Position: Q1 2021 in Review

Burt Wealth Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2021, closing a stake of 299 shares — an estimated $20K sold.

Burt Wealth Advisors first reported a position in IWR in Q2 2019 and held it in 7 quarters. The position peaked at $20K in Q4 2020. 994 funds tracked by Wall St. Rank hold IWR as of Q1 2021.

Burt Wealth Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 299 iShares Russell Mid-Cap ETF shares in Q1 2021, an estimated $20K.
Burt Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2019 and held it in 7 quarters.
Burt Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $20K in Q4 2020.
994 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.