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GenWealth Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

GenWealth 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
2018
Q1 		– Sell
-119,280
Closed -$6.5M – 62
2017
Q4 		$6.5M Sell
119,280
-724
-0.6% -$36.7K 3.26% 12
2017
Q3 		$5.91M Sell
120,004
-8,936
-7% -$431K 3.54% 11
2017
Q2 		$6.19M Buy
+128,940
New +$6.11M 4.17% 9

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

GenWealth Group's IWR Position: Q1 2018 in Review

GenWealth Group sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2018, closing a stake of 119,280 shares — an estimated $6.5M sold.

GenWealth Group first reported a position in IWR in Q2 2017 and held it in 3 quarters. The position peaked at $6.5M in Q4 2017. 673 funds tracked by Wall St. Rank hold IWR as of Q1 2018.

  • GenWealth Group reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2018 after selling out during the quarter.
  • GenWealth Group sold 119,280 iShares Russell Mid-Cap ETF shares in Q1 2018, an estimated $6.5M.
  • GenWealth Group first reported a position in iShares Russell Mid-Cap ETF in Q2 2017 and held it in 3 quarters.
  • GenWealth Group's iShares Russell Mid-Cap ETF position peaked at $6.5M in Q4 2017.
  • 673 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2018.

Based on GenWealth Group's 13F filing for Q1 2018, filed 12 Apr 2018.