Clifford Swan Investment Counsel’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Clifford Swan Investment Counsel’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 Q2	–	Sell	-5,548	Closed	-$410K	–	330
2021 Q1	$410K	Sell	5,548 -298	-5%	-$21.5K	0.02%	243
2020 Q4	$401K	Hold	5,846	–	–	0.02%	239
2020 Q3	$335K	Buy	5,846 +967	+20%	+$55K	0.02%	251
2020 Q2	$262K	Sell	4,879 -200	-4%	-$10K	0.01%	266
2020 Q1	$219K	Buy	+5,079	New	+$280K	0.01%	271

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clifford Swan Investment Counsel's IWR Position: Q2 2021 in Review

Clifford Swan Investment Counsel sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2021, closing a stake of 5,548 shares — an estimated $410K sold.

Clifford Swan Investment Counsel first reported a position in IWR in Q1 2020 and held it in 5 quarters. The position peaked at $410K in Q1 2021. 1,012 funds tracked by Wall St. Rank hold IWR as of Q2 2021.

Clifford Swan Investment Counsel reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
Clifford Swan Investment Counsel sold 5,548 iShares Russell Mid-Cap ETF shares in Q2 2021, an estimated $410K.
Clifford Swan Investment Counsel first reported a position in iShares Russell Mid-Cap ETF in Q1 2020 and held it in 5 quarters.
Clifford Swan Investment Counsel's iShares Russell Mid-Cap ETF position peaked at $410K in Q1 2021.
1,012 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2021.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2021, filed 5 Aug 2021.