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

Intercontinental Wealth 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
Q2 		– Sell
-5,700
Closed -$246K – 185
2020
Q1 		$246K Buy
+5,700
New +$314K 0.13% 133

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Intercontinental Wealth Advisors's IWR Position: Q2 2020 in Review

Intercontinental Wealth Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2020, closing a stake of 5,700 shares — an estimated $246K sold.

Intercontinental Wealth Advisors first reported a position in IWR in Q1 2020 and held it in 1 quarter. The position peaked at $246K in Q1 2020. 833 funds tracked by Wall St. Rank hold IWR as of Q2 2020.

  • Intercontinental Wealth Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 5,700 iShares Russell Mid-Cap ETF shares in Q2 2020, an estimated $246K.
  • Intercontinental Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2020 and held it in 1 quarter.
  • Intercontinental Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $246K in Q1 2020.
  • 833 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2020, filed 19 Jan 2021.