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

CXI 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
Q4 		$60K Buy
+1,005
New +$57.7K 0.13% 21

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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

CXI Advisors's IWR Position: Q4 2019 in Review

CXI Advisors opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q4 2019: 1,005 shares worth $60K. The stake represents 0.13% of the portfolio and ranks #21 among its holdings.

887 funds tracked by Wall St. Rank hold IWR as of Q4 2019.

  • CXI Advisors held 1,005 shares of iShares Russell Mid-Cap ETF worth $60K as of Q4 2019.
  • iShares Russell Mid-Cap ETF was a new CXI Advisors position in Q4 2019.
  • iShares Russell Mid-Cap ETF made up 0.13% of CXI Advisors's portfolio in Q4 2019, its #21 holding.
  • 887 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.