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

FCG 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
Q3 		$212K Buy
+3,700
New +$211K 0.05% 172
2013
Q3 		– Sell
-6,696
Closed -$217K – 71
2013
Q2 		$217K Buy
+6,696
New +$217K 0.18% 61

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

FCG Advisors's IWR Position: Q3 2020 in Review

FCG Advisors opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q3 2020: 3,700 shares worth $212K. The stake represents 0.05% of the portfolio and ranks #172 among its holdings. This is a return to the name: FCG Advisors previously reported a position in IWR as recently as Q2 2013.

FCG Advisors first reported a position in IWR in Q2 2013 and has held it in 2 quarters since. The position peaked at $217K in Q2 2013. 837 funds tracked by Wall St. Rank hold IWR as of Q3 2020.

  • FCG Advisors held 3,700 shares of iShares Russell Mid-Cap ETF worth $212K as of Q3 2020.
  • iShares Russell Mid-Cap ETF was a new FCG Advisors position in Q3 2020.
  • iShares Russell Mid-Cap ETF made up 0.05% of FCG Advisors's portfolio in Q3 2020, its #172 holding.
  • FCG Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 2 quarters since.
  • FCG Advisors's iShares Russell Mid-Cap ETF position peaked at $217K in Q2 2013.
  • 837 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2020.

Based on FCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.