Kore Private Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Kore Private Wealth’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	-1,200	Closed	-$64K	–	682
2020 Q2	$64K	Hold	1,200	–	–	0.01%	410
2020 Q1	$52K	Sell	1,200 -692	-37%	-$38.1K	0.01%	407
2019 Q4	$113K	Buy	+1,892	New	+$109K	0.02%	340
2019 Q2	–	Sell	-1,200	Closed	-$65K	–	519
2019 Q1	$65K	Hold	1,200	–	–	0.01%	339
2018 Q4	$56K	Buy	+1,200	New	+$60.5K	0.02%	354

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

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

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

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

Kore Private Wealth's IWR Position: Q3 2020 in Review

Kore Private Wealth sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2020, closing a stake of 1,200 shares — an estimated $64K sold.

Kore Private Wealth first reported a position in IWR in Q4 2018 and held it in 5 quarters. The position peaked at $113K in Q4 2019. 837 funds tracked by Wall St. Rank hold IWR as of Q3 2020.

Kore Private Wealth reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 1,200 iShares Russell Mid-Cap ETF shares in Q3 2020, an estimated $64K.
Kore Private Wealth first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's iShares Russell Mid-Cap ETF position peaked at $113K in Q4 2019.
837 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.