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

Evolution Wealth 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
2020
Q1 		– Sell
-4,338
Closed -$259K – 488
2019
Q4 		$259K Buy
+4,338
New +$249K 0.06% 67
2019
Q3 		– Sell
-4,338
Closed -$242K – 539
2019
Q2 		$242K Hold
4,338
– – 0.1% 37
2019
Q1 		$234K Hold
4,338
– – 0.11% 42
2018
Q4 		$202K Buy
+4,338
New +$219K 0.09% 55

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evolution Wealth Advisors's IWR Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2020, closing a stake of 4,338 shares — an estimated $259K sold.

Evolution Wealth Advisors first reported a position in IWR in Q4 2018 and held it in 4 quarters. The position peaked at $259K in Q4 2019. 811 funds tracked by Wall St. Rank hold IWR as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 4,338 iShares Russell Mid-Cap ETF shares in Q1 2020, an estimated $259K.
  • Evolution Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and held it in 4 quarters.
  • Evolution Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $259K in Q4 2019.
  • 811 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.