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

Clarfeld Financial 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
2018 Q4	$78K	Buy	+1,669	New	+$84.2K	0.06%	78

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clarfeld Financial Advisors's IWR Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q4 2018: 1,669 shares worth $78K. The stake represents 0.06% of the portfolio and ranks #78 among its holdings.

747 funds tracked by Wall St. Rank hold IWR as of Q4 2018.

Clarfeld Financial Advisors held 1,669 shares of iShares Russell Mid-Cap ETF worth $78K as of Q4 2018.
iShares Russell Mid-Cap ETF was a new Clarfeld Financial Advisors position in Q4 2018.
iShares Russell Mid-Cap ETF made up 0.06% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #78 holding.
747 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.