HC
IWR icon

Henshaw Capital’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Henshaw Capital’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
-41,612
Closed -$2.48M – 304
2019
Q4 		$2.48M Buy
+41,612
New +$2.39M 0.19% 58

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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Henshaw Capital's IWR Position: Q1 2020 in Review

Henshaw Capital sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2020, closing a stake of 41,612 shares — an estimated $2.48M sold.

Henshaw Capital first reported a position in IWR in Q4 2019 and held it in 1 quarter. The position peaked at $2.48M in Q4 2019. 812 funds tracked by Wall St. Rank hold IWR as of Q1 2020.

  • Henshaw Capital reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Henshaw Capital sold 41,612 iShares Russell Mid-Cap ETF shares in Q1 2020, an estimated $2.48M.
  • Henshaw Capital first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and held it in 1 quarter.
  • Henshaw Capital's iShares Russell Mid-Cap ETF position peaked at $2.48M in Q4 2019.
  • 812 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2020.

Based on Henshaw Capital's 13F filing for Q1 2020, filed 28 May 2026.