Hoover Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Hoover Financial 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 Q2	$11.6M	Sell	145,891 -1,153	-0.8%	-$89.4K	2.06%	12
2021 Q1	$11.3M	Sell	147,044 -9,307	-6%	-$673K	2.12%	11
2020 Q4	$11.1M	Sell	156,351 -7,020	-4%	-$447K	2.78%	9
2020 Q3	$9.38M	Sell	163,371 -17,292	-10%	-$984K	3.09%	8
2020 Q2	$9.68M	Buy	180,663 +6,029	+3%	+$302K	3.71%	7
2020 Q1	$7.54M	Buy	174,634 +26,813	+18%	+$1.48M	4.17%	5
2019 Q4	$8.81M	Buy	147,821 +38,755	+36%	+$2.23M	4.3%	5
2019 Q3	$6.1M	Buy	109,066 +5,590	+5%	+$312K	5.43%	5
2019 Q2	$5.78M	Buy	103,476 +692	+0.7%	+$38K	5.31%	5
2019 Q1	$5.54M	Buy	102,784 +5,346	+5%	+$277K	5.3%	5
2018 Q4	$4.53M	Buy	+97,438	New	+$4.92M	4.99%	5

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hoover Financial Advisors's IWR Position: Q2 2021 in Review

Hoover Financial Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.78% in Q2 2021, selling an estimated $89.4K and leaving 145,891 shares worth $11.6M. The position accounts for 2.06% of the portfolio, ranked #12.

Hoover Financial Advisors first reported a position in IWR in Q4 2018 and has held it in 11 quarters since. 1,012 funds tracked by Wall St. Rank hold IWR as of Q2 2021.

Hoover Financial Advisors held 145,891 shares of iShares Russell Mid-Cap ETF worth $11.6M as of Q2 2021.
Hoover Financial Advisors sold 1,153 iShares Russell Mid-Cap ETF shares in Q2 2021, an estimated $89.4K.
iShares Russell Mid-Cap ETF made up 2.06% of Hoover Financial Advisors's portfolio in Q2 2021, its #12 holding.
Hoover Financial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 11 quarters since.
1,012 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.