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

Fusion Family Wealth’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
Q2 		– Sell
-1,500
Closed -$111K – 75
2021
Q1 		$111K Hold
1,500
– – 0.02% 38
2020
Q4 		$103K Sell
1,500
-600
-29% -$38.2K 0.02% 38
2020
Q3 		$120K Buy
2,100
+600
+40% +$34.2K 0.02% 37
2020
Q2 		$80K Sell
1,500
-88
-6% -$4.41K 0.02% 41
2020
Q1 		$69K Sell
1,588
-250
-14% -$13.8K 0.02% 44
2019
Q4 		$110K Sell
1,838
-140
-7% -$8.04K 0.03% 45
2019
Q3 		$111K Sell
1,978
-89
-4% -$4.97K 0.03% 44
2019
Q2 		$115K Hold
2,067
– – 0.03% 56
2019
Q1 		$112K Sell
2,067
-201
-9% -$10.4K 0.03% 49
2018
Q4 		$105K Buy
2,268
+168
+8% +$8.47K 0.03% 85
2018
Q3 		$116K Sell
2,100
-340
-14% -$18.6K 0.03% 80
2018
Q2 		$129K Sell
2,440
-60
-2% -$3.16K 0.04% 78
2018
Q1 		$129K Sell
2,500
-360
-13% -$19K 0.04% 70
2017
Q4 		$149K Hold
2,860
– – 0.04% 83
2017
Q3 		$141K Sell
2,860
-1,980
-41% -$95.6K 0.05% 60
2017
Q2 		$232K Hold
4,840
– – 0.08% 66
2017
Q1 		$226K Sell
4,840
-2,356
-33% -$109K 0.08% 66
2016
Q4 		$326K Buy
+7,196
New +$315K 0.19% 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
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fusion Family Wealth's IWR Position: Q2 2021 in Review

Fusion Family Wealth sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2021, closing a stake of 1,500 shares — an estimated $111K sold.

Fusion Family Wealth first reported a position in IWR in Q4 2016 and held it in 18 quarters. The position peaked at $326K in Q4 2016. 1,012 funds tracked by Wall St. Rank hold IWR as of Q2 2021.

  • Fusion Family Wealth reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Fusion Family Wealth sold 1,500 iShares Russell Mid-Cap ETF shares in Q2 2021, an estimated $111K.
  • Fusion Family Wealth first reported a position in iShares Russell Mid-Cap ETF in Q4 2016 and held it in 18 quarters.
  • Fusion Family Wealth's iShares Russell Mid-Cap ETF position peaked at $326K in Q4 2016.
  • 1,012 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2021.

Based on Fusion Family Wealth's 13F filing for Q2 2021, filed 30 Jul 2021.