Leelyn Smith’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Leelyn Smith’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 Q3	–	Sell	-7	Closed	-$1K	–	370
2021 Q2	$1K	Sell	7 -768	-99%	-$59.6K	﹤0.01%	345
2021 Q1	$57K	Buy	775 +7	+0.9%	+$506	0.02%	202
2020 Q4	$53K	Hold	768	–	–	0.02%	193
2020 Q3	$44K	Hold	768	–	–	0.02%	192
2020 Q2	$41K	Hold	768	–	–	0.02%	215
2020 Q1	$33K	Hold	768	–	–	0.02%	185
2019 Q4	$46	Buy	+768	New	+$44.1K	0.02%	191

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Leelyn Smith's IWR Position: Q3 2021 in Review

Leelyn Smith sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2021, closing a stake of 7 shares — an estimated $1K sold.

Leelyn Smith first reported a position in IWR in Q4 2019 and held it in 7 quarters. The position peaked at $57K in Q1 2021. 1,013 funds tracked by Wall St. Rank hold IWR as of Q3 2021.

Leelyn Smith reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
Leelyn Smith sold 7 iShares Russell Mid-Cap ETF shares in Q3 2021, an estimated $1K.
Leelyn Smith first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and held it in 7 quarters.
Leelyn Smith's iShares Russell Mid-Cap ETF position peaked at $57K in Q1 2021.
1,013 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2021.

Based on Leelyn Smith's 13F filing for Q3 2021, filed 12 Nov 2021.