KCS Wealth Advisory’s iShares Russell Mid-Cap ETF IWR Stock Holding History

KCS Wealth Advisory’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 Q4	–	Sell	-4,762	Closed	-$266K	–	274
2019 Q3	$266K	Buy	4,762 +22	+0.5%	+$1.23K	0.18%	129
2019 Q2	$265K	Buy	+4,740	New	+$260K	0.21%	131

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

KCS Wealth Advisory's IWR Position: Q4 2019 in Review

KCS Wealth Advisory sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2019, closing a stake of 4,762 shares — an estimated $266K sold.

KCS Wealth Advisory first reported a position in IWR in Q2 2019 and held it in 2 quarters. The position peaked at $266K in Q3 2019. 886 funds tracked by Wall St. Rank hold IWR as of Q4 2019.

KCS Wealth Advisory reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 4,762 iShares Russell Mid-Cap ETF shares in Q4 2019, an estimated $266K.
KCS Wealth Advisory first reported a position in iShares Russell Mid-Cap ETF in Q2 2019 and held it in 2 quarters.
KCS Wealth Advisory's iShares Russell Mid-Cap ETF position peaked at $266K in Q3 2019.
886 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.