L & S Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

L & S 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	-6,250	Closed	-$270K	–	311
2020 Q1	$270K	Sell	6,250 -500	-7%	-$27.5K	0.05%	210
2019 Q4	$402K	Sell	6,750 -900	-12%	-$51.7K	0.05%	235
2019 Q3	$428K	Sell	7,650 -676	-8%	-$37.8K	0.06%	246
2019 Q2	$465K	Buy	8,326 +2,538	+44%	+$139K	0.06%	246
2019 Q1	$312K	Sell	5,788 -3,912	-40%	-$203K	0.04%	265
2018 Q4	$451K	Buy	+9,700	New	+$489K	0.08%	201

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

L & S Advisors's IWR Position: Q2 2020 in Review

L & S Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2020, closing a stake of 6,250 shares — an estimated $270K sold.

L & S Advisors first reported a position in IWR in Q4 2018 and held it in 6 quarters. The position peaked at $465K in Q2 2019. 833 funds tracked by Wall St. Rank hold IWR as of Q2 2020.

L & S Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
L & S Advisors sold 6,250 iShares Russell Mid-Cap ETF shares in Q2 2020, an estimated $270K.
L & S Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and held it in 6 quarters.
L & S Advisors's iShares Russell Mid-Cap ETF position peaked at $465K in Q2 2019.
833 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2020.

Based on L & S Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.