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CA Family Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

CA Family Wealth’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
Q1 		– Sell
-4,557
Closed -$272K – 94
2019
Q4 		$272K Buy
+4,557
New +$262K 0.18% 83

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CA Family Wealth's IWR Position: Q1 2020 in Review

CA Family Wealth sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2020, closing a stake of 4,557 shares — an estimated $272K sold.

CA Family Wealth first reported a position in IWR in Q4 2019 and held it in 1 quarter. The position peaked at $272K in Q4 2019. 811 funds tracked by Wall St. Rank hold IWR as of Q1 2020.

  • CA Family Wealth reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • CA Family Wealth sold 4,557 iShares Russell Mid-Cap ETF shares in Q1 2020, an estimated $272K.
  • CA Family Wealth first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and held it in 1 quarter.
  • CA Family Wealth's iShares Russell Mid-Cap ETF position peaked at $272K in Q4 2019.
  • 811 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.