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Capital Planning Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Capital Planning 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
2019
Q4 		– Sell
-520
Closed -$29K – 135
2019
Q3 		$29K Buy
+520
New +$29.1K 0.01% 137
2018
Q4 		– Sell
-3,696
Closed -$204K – 117
2018
Q3 		$204K Buy
+3,696
New +$203K 0.07% 115

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
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

Capital Planning Advisors's IWR Position: Q4 2019 in Review

Capital Planning Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2019, closing a stake of 520 shares — an estimated $29K sold.

Capital Planning Advisors first reported a position in IWR in Q3 2018 and held it in 2 quarters. The position peaked at $204K in Q3 2018. 886 funds tracked by Wall St. Rank hold IWR as of Q4 2019.

  • Capital Planning Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Capital Planning Advisors sold 520 iShares Russell Mid-Cap ETF shares in Q4 2019, an estimated $29K.
  • Capital Planning Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2018 and held it in 2 quarters.
  • Capital Planning Advisors's iShares Russell Mid-Cap ETF position peaked at $204K in Q3 2018.
  • 886 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2019.

Based on Capital Planning Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.