Claraphi Advisory Network’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Claraphi Advisory Network’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 Q2	–	Sell	-2,633	Closed	-$114K	–	750
2020 Q1	$114K	Sell	2,633 -6,599	-71%	-$363K	0.05%	301
2019 Q4	$550K	Buy	9,232 +38	+0.4%	+$2.18K	0.34%	67
2019 Q3	$514K	Sell	9,194 -1,745	-16%	-$97.5K	0.31%	67
2019 Q2	$611K	Sell	10,939 -6,227	-36%	-$342K	0.36%	65
2019 Q1	$926K	Buy	17,166 +3,339	+24%	+$173K	0.58%	32
2018 Q4	$643K	Buy	13,827 +567	+4%	+$28.6K	0.49%	52
2018 Q3	$731K	Buy	13,260 +9,360	+240%	+$513K	0.41%	58
2018 Q2	$207K	Sell	3,900 -1,232	-24%	-$64.9K	0.13%	231
2018 Q1	$265K	Sell	5,132 -1,080	-17%	-$56.9K	0.19%	171
2017 Q4	$323K	Buy	+6,212	New	+$315K	0.25%	122

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Claraphi Advisory Network's IWR Position: Q2 2020 in Review

Claraphi Advisory Network sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2020, closing a stake of 2,633 shares — an estimated $114K sold.

Claraphi Advisory Network first reported a position in IWR in Q4 2017 and held it in 10 quarters. The position peaked at $926K in Q1 2019. 833 funds tracked by Wall St. Rank hold IWR as of Q2 2020.

Claraphi Advisory Network reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 2,633 iShares Russell Mid-Cap ETF shares in Q2 2020, an estimated $114K.
Claraphi Advisory Network first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and held it in 10 quarters.
Claraphi Advisory Network's iShares Russell Mid-Cap ETF position peaked at $926K in Q1 2019.
833 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.