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

JOYN 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
2019 Q1	–	Sell	-176	Closed	-$8K	–	746
2018 Q4	$8K	Hold	176	–	–	﹤0.01%	1067
2018 Q3	$10K	Hold	176	–	–	﹤0.01%	952
2018 Q2	$9K	Hold	176	–	–	﹤0.01%	942
2018 Q1	$9K	Buy	+176	New	+$9.28K	﹤0.01%	784

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JOYN Advisors's IWR Position: Q1 2019 in Review

JOYN Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2019, closing a stake of 176 shares — an estimated $8K sold.

JOYN Advisors first reported a position in IWR in Q1 2018 and held it in 4 quarters. The position peaked at $10K in Q3 2018. 757 funds tracked by Wall St. Rank hold IWR as of Q1 2019.

JOYN Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 176 iShares Russell Mid-Cap ETF shares in Q1 2019, an estimated $8K.
JOYN Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2018 and held it in 4 quarters.
JOYN Advisors's iShares Russell Mid-Cap ETF position peaked at $10K in Q3 2018.
757 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.