FM
IWR icon

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

Family 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
Q3 		– Sell
-200
Closed -$11K – 144
2020
Q2 		$11K Hold
200
– – ﹤0.01% 158
2020
Q1 		$9K Hold
200
– – ﹤0.01% 154
2019
Q4 		$12K Hold
200
– – ﹤0.01% 180
2019
Q3 		$11K Hold
200
– – ﹤0.01% 179
2019
Q2 		$11K Buy
+200
New +$11K ﹤0.01% 170

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

Family Management's IWR Position: Q3 2020 in Review

Family Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2020, closing a stake of 200 shares — an estimated $11K sold.

Family Management first reported a position in IWR in Q2 2019 and held it in 5 quarters. The position peaked at $12K in Q4 2019. 837 funds tracked by Wall St. Rank hold IWR as of Q3 2020.

  • Family Management reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Family Management sold 200 iShares Russell Mid-Cap ETF shares in Q3 2020, an estimated $11K.
  • Family Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2019 and held it in 5 quarters.
  • Family Management's iShares Russell Mid-Cap ETF position peaked at $12K in Q4 2019.
  • 837 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2020.

Based on Family Management's 13F filing for Q3 2020, filed 13 Nov 2020.