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Eubel Brady & Suttman Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Eubel Brady & Suttman 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
2021
Q3 		– Sell
-428
Closed -$32K – 206
2021
Q2 		$32K Buy
+428
New +$33.2K ﹤0.01% 398

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

Eubel Brady & Suttman Asset Management's IWR Position: Q3 2021 in Review

Eubel Brady & Suttman Asset Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2021, closing a stake of 428 shares — an estimated $32K sold.

Eubel Brady & Suttman Asset Management first reported a position in IWR in Q2 2021 and held it in 1 quarter. The position peaked at $32K in Q2 2021. 1,013 funds tracked by Wall St. Rank hold IWR as of Q3 2021.

  • Eubel Brady & Suttman Asset Management reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Eubel Brady & Suttman Asset Management sold 428 iShares Russell Mid-Cap ETF shares in Q3 2021, an estimated $32K.
  • Eubel Brady & Suttman Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2021 and held it in 1 quarter.
  • Eubel Brady & Suttman Asset Management's iShares Russell Mid-Cap ETF position peaked at $32K in Q2 2021.
  • 1,013 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2021.

Based on Eubel Brady & Suttman Asset Management's 13F filing for Q3 2021, filed 5 Nov 2021.