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Crescent Capital Consulting’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Crescent Capital Consulting’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
Q4 		$315K Sell
3,790
-240
-6% -$19.7K 0.05% 144
2021
Q3 		$315K Buy
4,030
+216
+6% +$17.3K 0.06% 143
2021
Q2 		$302K Hold
3,814
– – 0.06% 141
2021
Q1 		$282K Hold
3,814
– – 0.06% 148
2020
Q4 		$261K Buy
+3,814
New +$243K 0.07% 135

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Crescent Capital Consulting's IWR Position: Q4 2021 in Review

Crescent Capital Consulting reduced its iShares Russell Mid-Cap ETF (IWR) stake by 6% in Q4 2021, selling an estimated $19.7K and leaving 3,790 shares worth $315K. The position accounts for 0.05% of the portfolio, ranked #144.

Crescent Capital Consulting first reported a position in IWR in Q4 2020 and has held it in 5 quarters since. 1,136 funds tracked by Wall St. Rank hold IWR as of Q4 2021.

  • Crescent Capital Consulting held 3,790 shares of iShares Russell Mid-Cap ETF worth $315K as of Q4 2021.
  • Crescent Capital Consulting sold 240 iShares Russell Mid-Cap ETF shares in Q4 2021, an estimated $19.7K.
  • iShares Russell Mid-Cap ETF made up 0.05% of Crescent Capital Consulting's portfolio in Q4 2021, its #144 holding.
  • Crescent Capital Consulting first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 5 quarters since.
  • 1,136 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.