HCR Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

HCR Wealth Advisors’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	-423	Closed	-$32K	–	220
2020 Q4	$32K	Buy	423 +82	+24%	+$5.22K	0.01%	219
2020 Q3	$20K	Sell	341 -41	-11%	-$2.33K	﹤0.01%	208
2020 Q2	$25K	Sell	382 -927	-71%	-$46.5K	0.01%	200
2020 Q1	$60K	Sell	1,309 -17	-1%	-$936	0.02%	170
2019 Q4	$83K	Buy	+1,326	New	+$76.1K	0.02%	172

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

HCR Wealth Advisors's IWR Position: Q1 2021 in Review

HCR Wealth Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2021, closing a stake of 423 shares — an estimated $32K sold.

HCR Wealth Advisors first reported a position in IWR in Q4 2019 and held it in 5 quarters. The position peaked at $83K in Q4 2019. 994 funds tracked by Wall St. Rank hold IWR as of Q1 2021.

HCR Wealth Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
HCR Wealth Advisors sold 423 iShares Russell Mid-Cap ETF shares in Q1 2021, an estimated $32K.
HCR Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and held it in 5 quarters.
HCR Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $83K in Q4 2019.
994 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.