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

Fortis 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
2021
Q3 		– Sell
-752
Closed -$60.2K – 260
2021
Q2 		$60K Buy
752
+3
+0.4% +$233 0.03% 175
2021
Q1 		$55K Hold
749
– – 0.04% 143
2020
Q4 		$51K Buy
749
+3
+0.4% +$191 0.05% 112
2020
Q3 		$43K Sell
746
-614
-45% -$35K 0.04% 110
2020
Q2 		$73K Buy
1,360
+13
+1% +$652 0.07% 96
2020
Q1 		$58K Hold
1,347
– – 0.04% 176
2019
Q4 		$80K Buy
1,347
+11
+0.8% +$632 0.05% 191
2019
Q3 		$75K Hold
1,336
– – 0.04% 196
2019
Q2 		$75K Buy
1,336
+5
+0.4% +$274 0.04% 204
2019
Q1 		$72K Sell
1,331
-754
-36% -$39.1K 0.04% 198
2018
Q4 		$97K Buy
2,085
+21
+1% +$1.06K 0.06% 169
2018
Q3 		$114K Buy
2,064
+8
+0.4% +$438 0.06% 138
2018
Q2 		$109K Hold
2,056
– – 0.06% 142
2018
Q1 		$106K Buy
2,056
+8
+0.4% +$422 0.06% 128
2017
Q4 		$107K Buy
+2,048
New +$104K 0.07% 129

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

Fortis Advisors's IWR Position: Q3 2021 in Review

Fortis Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2021, closing a stake of 752 shares — an estimated $60.2K sold.

Fortis Advisors first reported a position in IWR in Q4 2017 and held it in 15 quarters. The position peaked at $114K in Q3 2018. 1,013 funds tracked by Wall St. Rank hold IWR as of Q3 2021.

  • Fortis Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Fortis Advisors sold 752 iShares Russell Mid-Cap ETF shares in Q3 2021, an estimated $60.2K.
  • Fortis Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and held it in 15 quarters.
  • Fortis Advisors's iShares Russell Mid-Cap ETF position peaked at $114K in Q3 2018.
  • 1,013 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2021.

Based on Fortis Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.