Gemmer Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Gemmer Asset Management’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 Q1	–	Sell	-145	Closed	-$10K	–	1490
2020 Q4	$10K	Sell	145 -227	-61%	-$14.5K	﹤0.01%	694
2020 Q3	$21K	Hold	372	–	–	﹤0.01%	386
2020 Q2	$20K	Hold	372	–	–	﹤0.01%	377
2020 Q1	$16K	Hold	372	–	–	﹤0.01%	387
2019 Q4	$22K	Hold	372	–	–	0.01%	373
2019 Q3	$21K	Hold	372	–	–	0.01%	379
2019 Q2	$21K	Hold	372	–	–	0.01%	369
2019 Q1	$20K	Hold	372	–	–	0.01%	421
2018 Q4	$17K	Buy	+372	New	+$18.8K	0.01%	413
2014 Q2	–	Sell	-1,752	Closed	-$67K	–	1460
2014 Q1	$67K	Buy	+1,752	New	+$66.4K	0.05%	138

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gemmer Asset Management's IWR Position: Q1 2021 in Review

Gemmer Asset Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2021, closing a stake of 145 shares — an estimated $10K sold.

Gemmer Asset Management first reported a position in IWR in Q1 2014 and held it in 10 quarters. The position peaked at $67K in Q1 2014. 994 funds tracked by Wall St. Rank hold IWR as of Q1 2021.

Gemmer Asset Management reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
Gemmer Asset Management sold 145 iShares Russell Mid-Cap ETF shares in Q1 2021, an estimated $10K.
Gemmer Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2014 and held it in 10 quarters.
Gemmer Asset Management's iShares Russell Mid-Cap ETF position peaked at $67K in Q1 2014.
994 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2021.

Based on Gemmer Asset Management's 13F filing for Q1 2021, filed 20 Apr 2021.