Guardian Life Insurance’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Guardian Life Insurance’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
2020 Q1	–	Sell	-237,287	Closed	-$14.1M	–	245
2019 Q4	$14.1M	Sell	237,287 -24,865	-9%	-$1.43M	3.35%	8
2019 Q3	$14.7M	Hold	262,152	–	–	2.19%	13
2019 Q2	$14.6M	Sell	262,152 -6,908	-3%	-$379K	2.02%	14
2019 Q1	$14.5M	Hold	269,060	–	–	1.84%	14
2018 Q4	$12.5M	Hold	269,060	–	–	2.16%	14
2018 Q3	$14.8M	Hold	269,060	–	–	2.42%	14
2018 Q2	$14.3M	Hold	269,060	–	–	2.42%	13
2018 Q1	$13.9M	Sell	269,060 -334,196	-55%	-$17.6M	2.56%	12
2017 Q4	$31.4M	Hold	603,256	–	–	6.86%	5
2017 Q3	$29.7M	Buy	+603,256	New	+$29.1M	4.58%	7
2017 Q2	–	Sell	-839,172	Closed	-$39.3M	–	522
2017 Q1	$39.3M	Hold	839,172	–	–	5.68%	5
2016 Q4	$37.5M	Hold	839,172	–	–	5.54%	3
2016 Q3	$36.6M	Hold	839,172	–	–	3.36%	3
2016 Q2	$35.3M	Hold	839,172	–	–	2.74%	3
2016 Q1	$34.2M	Sell	839,172 -102,056	-11%	-$3.88M	3%	2
2015 Q4	$37.7M	Hold	941,228	–	–	3.81%	2
2015 Q3	$36.6M	Hold	941,228	–	–	3.72%	2
2015 Q2	$40.1M	Hold	941,228	–	–	3.47%	3
2015 Q1	$40.7M	Buy	+941,228	New	+$40M	3.86%	2

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

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

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

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guardian Life Insurance's IWR Position: Q1 2020 in Review

Guardian Life Insurance sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2020, closing a stake of 237,287 shares — an estimated $14.1M sold.

Guardian Life Insurance first reported a position in IWR in Q1 2015 and held it in 19 quarters. The position peaked at $40.7M in Q1 2015. 811 funds tracked by Wall St. Rank hold IWR as of Q1 2020.

Guardian Life Insurance reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
Guardian Life Insurance sold 237,287 iShares Russell Mid-Cap ETF shares in Q1 2020, an estimated $14.1M.
Guardian Life Insurance first reported a position in iShares Russell Mid-Cap ETF in Q1 2015 and held it in 19 quarters.
Guardian Life Insurance's iShares Russell Mid-Cap ETF position peaked at $40.7M in Q1 2015.
811 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2020.

Based on Guardian Life Insurance's 13F filing for Q1 2020.