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

CGN 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
Q3 		– Sell
-2,872
Closed -$228K – 201
2021
Q2 		$228K Buy
2,872
+6
+0.2% +$465 0.07% 197
2021
Q1 		$212K Buy
+2,866
New +$207K 0.08% 191

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

CGN Advisors's IWR Position: Q3 2021 in Review

CGN Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2021, closing a stake of 2,872 shares — an estimated $228K sold.

CGN Advisors first reported a position in IWR in Q1 2021 and held it in 2 quarters. The position peaked at $228K in Q2 2021. 1,015 funds tracked by Wall St. Rank hold IWR as of Q3 2021.

  • CGN Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • CGN Advisors sold 2,872 iShares Russell Mid-Cap ETF shares in Q3 2021, an estimated $228K.
  • CGN Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and held it in 2 quarters.
  • CGN Advisors's iShares Russell Mid-Cap ETF position peaked at $228K in Q2 2021.
  • 1,015 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2021.

Based on CGN Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.