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Garrett Wealth Advisory Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-211
Closed -$11.8K – 351
2019
Q3 		$11.8K Buy
+211
New +$11.8K 0.01% 259

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Garrett Wealth Advisory Group's IWR Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2019, closing a stake of 211 shares — an estimated $11.8K sold.

Garrett Wealth Advisory Group first reported a position in IWR in Q3 2019 and held it in 1 quarter. The position peaked at $11.8K in Q3 2019. 886 funds tracked by Wall St. Rank hold IWR as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 211 iShares Russell Mid-Cap ETF shares in Q4 2019, an estimated $11.8K.
  • Garrett Wealth Advisory Group first reported a position in iShares Russell Mid-Cap ETF in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's iShares Russell Mid-Cap ETF position peaked at $11.8K in Q3 2019.
  • 886 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.