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

Clear Perspective 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
2019 Q3	–	Sell	-1,324	Closed	-$74K	–	170
2019 Q2	$74K	Buy	+1,324	New	+$72.6K	0.05%	157
2018 Q3	–	Sell	-764	Closed	-$41K	–	285
2018 Q2	$41K	Hold	764	–	–	0.03%	270
2018 Q1	$39K	Buy	764 +44	+6%	+$2.32K	0.03%	257
2017 Q4	$37K	Hold	720	–	–	0.03%	253
2017 Q3	$35K	Hold	720	–	–	0.03%	254
2017 Q2	$35K	Hold	720	–	–	0.03%	251
2017 Q1	$34K	Hold	720	–	–	0.02%	239
2016 Q4	$32K	Buy	+720	New	+$31.5K	0.02%	241

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

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Clear Perspective Advisors's IWR Position: Q3 2019 in Review

Clear Perspective Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2019, closing a stake of 1,324 shares — an estimated $74K sold.

Clear Perspective Advisors first reported a position in IWR in Q4 2016 and held it in 8 quarters. The position peaked at $74K in Q2 2019. 764 funds tracked by Wall St. Rank hold IWR as of Q3 2019.

Clear Perspective Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2019 after selling out during the quarter.
Clear Perspective Advisors sold 1,324 iShares Russell Mid-Cap ETF shares in Q3 2019, an estimated $74K.
Clear Perspective Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2016 and held it in 8 quarters.
Clear Perspective Advisors's iShares Russell Mid-Cap ETF position peaked at $74K in Q2 2019.
764 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2019.

Based on Clear Perspective Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.