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

Horan Capital 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
2020 Q4	–	Sell	-700	Closed	-$40K	–	179
2020 Q3	$40K	Buy	+700	New	+$39.8K	0.02%	188
2020 Q1	–	Sell	-700	Closed	-$42K	–	166
2019 Q4	$42K	Hold	700	–	–	0.02%	156
2019 Q3	$39K	Buy	+700	New	+$39.1K	0.02%	163
2019 Q2	–	Sell	-700	Closed	-$38K	–	159
2019 Q1	$38K	Buy	+700	New	+$36.3K	0.02%	151
2017 Q4	–	Sell	-700	Closed	-$35K	–	169
2017 Q3	$35K	Buy	+700	New	+$33.8K	0.02%	180

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

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

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

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

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

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

Horan Capital Advisors's IWR Position: Q4 2020 in Review

Horan Capital Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2020, closing a stake of 700 shares — an estimated $40K sold.

Horan Capital Advisors first reported a position in IWR in Q3 2017 and held it in 5 quarters. The position peaked at $42K in Q4 2019. 945 funds tracked by Wall St. Rank hold IWR as of Q4 2020.

Horan Capital Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2020 after selling out during the quarter.
Horan Capital Advisors sold 700 iShares Russell Mid-Cap ETF shares in Q4 2020, an estimated $40K.
Horan Capital Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2017 and held it in 5 quarters.
Horan Capital Advisors's iShares Russell Mid-Cap ETF position peaked at $42K in Q4 2019.
945 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2020.

Based on Horan Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.