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Landsberg Bennett & Dubbaneh’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Landsberg Bennett & Dubbaneh’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
-2,926
Closed -$220K – 271
2021
Q1 		$220K Buy
+2,926
New +$212K 0.03% 243

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Landsberg Bennett & Dubbaneh's IWR Position: Q2 2021 in Review

Landsberg Bennett & Dubbaneh sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2021, closing a stake of 2,926 shares — an estimated $220K sold.

Landsberg Bennett & Dubbaneh first reported a position in IWR in Q1 2021 and held it in 1 quarter. The position peaked at $220K in Q1 2021. 1,012 funds tracked by Wall St. Rank hold IWR as of Q2 2021.

  • Landsberg Bennett & Dubbaneh reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Landsberg Bennett & Dubbaneh sold 2,926 iShares Russell Mid-Cap ETF shares in Q2 2021, an estimated $220K.
  • Landsberg Bennett & Dubbaneh first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and held it in 1 quarter.
  • Landsberg Bennett & Dubbaneh's iShares Russell Mid-Cap ETF position peaked at $220K in Q1 2021.
  • 1,012 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2021.

Based on Landsberg Bennett & Dubbaneh's 13F filing for Q2 2021, filed 29 Jul 2021.