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

Integer Wealth Advisors Group’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	$802K	Sell	10,537 -1,408	-12%	-$102K	0.44%	36
2020 Q4	$831K	Sell	11,945 -1,148	-9%	-$73.1K	0.55%	37
2020 Q3	$751K	Buy	13,093 +12	+0.1%	+$683	0.69%	30
2020 Q2	$700K	Hold	13,081	–	–	0.72%	29
2020 Q1	$655K	Sell	13,081 -42	-0.3%	-$2.31K	0.74%	29
2019 Q4	$793K	Buy	+13,123	New	+$753K	0.79%	31

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

Integer Wealth Advisors Group's IWR Position: Q1 2021 in Review

Integer Wealth Advisors Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 12% in Q1 2021, selling an estimated $102K and leaving 10,537 shares worth $802K. The position accounts for 0.44% of the portfolio, ranked #36.

Integer Wealth Advisors Group first reported a position in IWR in Q4 2019 and has held it in 6 quarters since. The position peaked at $831K in Q4 2020. 994 funds tracked by Wall St. Rank hold IWR as of Q1 2021.

Integer Wealth Advisors Group held 10,537 shares of iShares Russell Mid-Cap ETF worth $802K as of Q1 2021.
Integer Wealth Advisors Group sold 1,408 iShares Russell Mid-Cap ETF shares in Q1 2021, an estimated $102K.
iShares Russell Mid-Cap ETF made up 0.44% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #36 holding.
Integer Wealth Advisors Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 6 quarters since.
Integer Wealth Advisors Group's iShares Russell Mid-Cap ETF position peaked at $831K in Q4 2020.
994 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.