Clarius Group LLC’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Clarius Group LLC’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 Q1	–	Sell	-3,672	Closed	-$222K	–	283
2019 Q4	$222K	Hold	3,672	–	–	0.04%	264
2019 Q3	$205K	Hold	3,672	–	–	0.04%	264
2019 Q2	$205K	Buy	+3,672	New	+$201K	0.04%	248
2018 Q4	–	Sell	-3,672	Closed	-$202K	–	133
2018 Q3	$202K	Buy	+3,672	New	+$201K	0.07%	117
2017 Q1	–	Sell	-3,672	Closed	-$164K	–	94
2016 Q4	$164K	Sell	3,672 -3,780	-51%	-$165K	0.07%	89
2016 Q3	$325K	Buy	+7,452	New	+$323K	0.15%	63

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clarius Group LLC's IWR Position: Q1 2020 in Review

Clarius Group LLC sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2020, closing a stake of 3,672 shares — an estimated $222K sold.

Clarius Group LLC first reported a position in IWR in Q3 2016 and held it in 6 quarters. The position peaked at $325K in Q3 2016. 811 funds tracked by Wall St. Rank hold IWR as of Q1 2020.

Clarius Group LLC reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
Clarius Group LLC sold 3,672 iShares Russell Mid-Cap ETF shares in Q1 2020, an estimated $222K.
Clarius Group LLC first reported a position in iShares Russell Mid-Cap ETF in Q3 2016 and held it in 6 quarters.
Clarius Group LLC's iShares Russell Mid-Cap ETF position peaked at $325K in Q3 2016.
811 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2020.

Based on Clarius Group LLC's 13F filing for Q1 2020, filed 24 Apr 2020.