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

Grandview 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
Q2 		– Sell
-767
Closed -$57K – 277
2021
Q1 		$57K Buy
+767
New +$55.4K 0.03% 191

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

Grandview Asset Management's IWR Position: Q2 2021 in Review

Grandview Asset Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2021, closing a stake of 767 shares — an estimated $57K sold.

Grandview Asset Management first reported a position in IWR in Q1 2021 and held it in 1 quarter. The position peaked at $57K in Q1 2021. 1,012 funds tracked by Wall St. Rank hold IWR as of Q2 2021.

  • Grandview Asset Management reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Grandview Asset Management sold 767 iShares Russell Mid-Cap ETF shares in Q2 2021, an estimated $57K.
  • Grandview Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and held it in 1 quarter.
  • Grandview Asset Management's iShares Russell Mid-Cap ETF position peaked at $57K in Q1 2021.
  • 1,012 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2021.

Based on Grandview Asset Management's 13F filing for Q2 2021, filed 21 Jul 2021.