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

KCM Investment 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
2021 Q2	–	Sell	-2,836	Closed	-$210K	–	393
2021 Q1	$210K	Buy	+2,836	New	+$205K	0.01%	358
2017 Q1	–	Sell	-6,792	Closed	-$304K	–	545
2016 Q4	$304K	Hold	6,792	–	–	0.02%	436
2016 Q3	$296K	Buy	6,792 +356	+6%	+$15.4K	0.02%	445
2016 Q2	$271K	Hold	6,436	–	–	0.02%	443
2016 Q1	$262K	Sell	6,436 -1,440	-18%	-$54.8K	0.02%	445
2015 Q4	$315K	Hold	7,876	–	–	0.02%	402
2015 Q3	$306K	Hold	7,876	–	–	0.03%	405
2015 Q2	$335K	Sell	7,876 -512	-6%	-$22.3K	0.03%	405
2015 Q1	$363K	Hold	8,388	–	–	0.03%	394
2014 Q4	$350K	Hold	8,388	–	–	0.03%	395
2014 Q3	$332K	Sell	8,388 -876	-9%	-$35.3K	0.03%	391
2014 Q2	$376K	Hold	9,264	–	–	0.04%	366
2014 Q1	$358K	Hold	9,264	–	–	0.04%	350
2013 Q4	$347K	Buy	9,264 +220	+2%	+$7.95K	0.04%	338
2013 Q3	$314K	Buy	+9,044	New	+$309K	0.04%	347

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

KCM Investment Advisors's IWR Position: Q2 2021 in Review

KCM Investment Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2021, closing a stake of 2,836 shares — an estimated $210K sold.

KCM Investment Advisors first reported a position in IWR in Q3 2013 and held it in 15 quarters. The position peaked at $376K in Q2 2014. 1,012 funds tracked by Wall St. Rank hold IWR as of Q2 2021.

KCM Investment Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
KCM Investment Advisors sold 2,836 iShares Russell Mid-Cap ETF shares in Q2 2021, an estimated $210K.
KCM Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2013 and held it in 15 quarters.
KCM Investment Advisors's iShares Russell Mid-Cap ETF position peaked at $376K in Q2 2014.
1,012 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2021.

Based on KCM Investment Advisors's 13F filing for Q2 2021, filed 12 Aug 2021.