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

Independence 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
Q3 		$46K Hold
800
– – 0.01% 127
2020
Q2 		$43K Hold
800
– – 0.01% 123
2020
Q1 		$35K Hold
800
– – 0.01% 114
2019
Q4 		$48K Buy
+800
New +$45.9K 0.01% 122

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Independence Advisors's IWR Position: Q3 2020 in Review

Independence Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2020 at 800 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #127.

Independence Advisors first reported a position in IWR in Q4 2019 and has held it in 4 quarters since. The position peaked at $48K in Q4 2019. 837 funds tracked by Wall St. Rank hold IWR as of Q3 2020.

  • Independence Advisors held 800 shares of iShares Russell Mid-Cap ETF worth $46K as of Q3 2020.
  • Independence Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2020.
  • iShares Russell Mid-Cap ETF made up 0.01% of Independence Advisors's portfolio in Q3 2020, its #127 holding.
  • Independence Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 4 quarters since.
  • Independence Advisors's iShares Russell Mid-Cap ETF position peaked at $48K in Q4 2019.
  • 837 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.