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Cardan Capital Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Cardan Capital Partners’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
Q3 		$231K Hold
2,947
– – 0.03% 221
2021
Q2 		$234K Buy
+2,947
New +$229K 0.03% 232

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Cardan Capital Partners's IWR Position: Q3 2021 in Review

Cardan Capital Partners held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2021 at 2,947 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #221.

Cardan Capital Partners first reported a position in IWR in Q2 2021 and has held it in 2 quarters since. The position peaked at $234K in Q2 2021. 1,013 funds tracked by Wall St. Rank hold IWR as of Q3 2021.

  • Cardan Capital Partners held 2,947 shares of iShares Russell Mid-Cap ETF worth $231K as of Q3 2021.
  • Cardan Capital Partners left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2021.
  • iShares Russell Mid-Cap ETF made up 0.03% of Cardan Capital Partners's portfolio in Q3 2021, its #221 holding.
  • Cardan Capital Partners first reported a position in iShares Russell Mid-Cap ETF in Q2 2021 and has held it in 2 quarters since.
  • Cardan Capital Partners's iShares Russell Mid-Cap ETF position peaked at $234K in Q2 2021.
  • 1,013 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.