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Intelligence Driven Advisers’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Intelligence Driven Advisers’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 		– Sell
-27,149
Closed -$1.46M – 93
2020
Q2 		$1.46M Buy
27,149
+13,720
+102% +$688K 0.51% 37
2020
Q1 		$580K Buy
+13,429
New +$739K 0.27% 50
2019
Q1 		– Sell
-26,833
Closed -$1.25M – 99
2018
Q4 		$1.25M Buy
+26,833
New +$1.35M 0.79% 34

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Intelligence Driven Advisers's IWR Position: Q3 2020 in Review

Intelligence Driven Advisers sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2020, closing a stake of 27,149 shares — an estimated $1.46M sold.

Intelligence Driven Advisers first reported a position in IWR in Q4 2018 and held it in 3 quarters. The position peaked at $1.46M in Q2 2020. 837 funds tracked by Wall St. Rank hold IWR as of Q3 2020.

  • Intelligence Driven Advisers reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Intelligence Driven Advisers sold 27,149 iShares Russell Mid-Cap ETF shares in Q3 2020, an estimated $1.46M.
  • Intelligence Driven Advisers first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and held it in 3 quarters.
  • Intelligence Driven Advisers's iShares Russell Mid-Cap ETF position peaked at $1.46M in Q2 2020.
  • 837 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2020.

Based on Intelligence Driven Advisers's 13F filing for Q3 2020, filed 9 Oct 2020.