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Fiduciary Trust International’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Fiduciary Trust International’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
Q2 		$589K Buy
+10,986
New +$551K 0.1% 94
2014
Q2 		– Sell
-19,008
Closed -$735K – 132
2014
Q1 		$735K Buy
+19,008
New +$721K 0.21% 57

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Fiduciary Trust International's IWR Position: Q2 2020 in Review

Fiduciary Trust International opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2020: 10,986 shares worth $589K. The stake represents 0.1% of the portfolio and ranks #94 among its holdings. This is a return to the name: Fiduciary Trust International previously reported a position in IWR as recently as Q1 2014.

Fiduciary Trust International first reported a position in IWR in Q1 2014 and has held it in 2 quarters since. The position peaked at $735K in Q1 2014. 833 funds tracked by Wall St. Rank hold IWR as of Q2 2020.

  • Fiduciary Trust International held 10,986 shares of iShares Russell Mid-Cap ETF worth $589K as of Q2 2020.
  • iShares Russell Mid-Cap ETF was a new Fiduciary Trust International position in Q2 2020.
  • iShares Russell Mid-Cap ETF made up 0.1% of Fiduciary Trust International's portfolio in Q2 2020, its #94 holding.
  • Fiduciary Trust International first reported a position in iShares Russell Mid-Cap ETF in Q1 2014 and has held it in 2 quarters since.
  • Fiduciary Trust International's iShares Russell Mid-Cap ETF position peaked at $735K in Q1 2014.
  • 833 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2020.

Based on Fiduciary Trust International's 13F filing for Q2 2020, filed 11 Aug 2020.