Crestone Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Crestone Asset Management’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	-4,848	Closed	-$289K	–	67
2019 Q4	$289K	Hold	4,848	–	–	0.1%	44
2019 Q3	$271K	Hold	4,848	–	–	0.1%	44
2019 Q2	$271K	Hold	4,848	–	–	0.1%	47
2019 Q1	$262K	Hold	4,848	–	–	0.09%	45
2018 Q4	$225K	Buy	+4,848	New	+$245K	0.08%	42

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

Crestone Asset Management's IWR Position: Q1 2020 in Review

Crestone Asset Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2020, closing a stake of 4,848 shares — an estimated $289K sold.

Crestone Asset Management first reported a position in IWR in Q4 2018 and held it in 5 quarters. The position peaked at $289K in Q4 2019. 811 funds tracked by Wall St. Rank hold IWR as of Q1 2020.

Crestone Asset Management reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
Crestone Asset Management sold 4,848 iShares Russell Mid-Cap ETF shares in Q1 2020, an estimated $289K.
Crestone Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and held it in 5 quarters.
Crestone Asset Management's iShares Russell Mid-Cap ETF position peaked at $289K in Q4 2019.
811 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2020.

Based on Crestone Asset Management's 13F filing for Q1 2020, filed 12 Mar 2021.