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D'Orazio & Associates’s iShares Russell Mid-Cap ETF IWR Stock Holding History

D'Orazio & Associates’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
Q3 		– Sell
-132
Closed -$7K – 343
2020
Q2 		$7K Buy
+132
New +$6.62K ﹤0.01% 256
2016
Q3 		– Sell
-220
Closed – – 296
2016
Q2 		$0 Buy
+220
New +$9.08K ﹤0.01% 309

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
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

D'Orazio & Associates's IWR Position: Q3 2020 in Review

D'Orazio & Associates sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2020, closing a stake of 132 shares — an estimated $7K sold.

D'Orazio & Associates first reported a position in IWR in Q2 2016 and held it in 2 quarters. The position peaked at $7K in Q2 2020. 837 funds tracked by Wall St. Rank hold IWR as of Q3 2020.

  • D'Orazio & Associates reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2020 after selling out during the quarter.
  • D'Orazio & Associates sold 132 iShares Russell Mid-Cap ETF shares in Q3 2020, an estimated $7K.
  • D'Orazio & Associates first reported a position in iShares Russell Mid-Cap ETF in Q2 2016 and held it in 2 quarters.
  • D'Orazio & Associates's iShares Russell Mid-Cap ETF position peaked at $7K in Q2 2020.
  • 837 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2020.

Based on D'Orazio & Associates's 13F filing for Q3 2020, filed 19 Oct 2020.