Leonard Rickey Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Leonard Rickey Investment 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 Q1	–	Sell	-4,848	Closed	-$289K	–	79
2019 Q4	$289K	Hold	4,848	–	–	0.17%	58
2019 Q3	$271K	Hold	4,848	–	–	0.18%	55
2019 Q2	$271K	Hold	4,848	–	–	0.18%	53
2019 Q1	$262K	Hold	4,848	–	–	0.19%	59
2018 Q4	$225K	Hold	4,848	–	–	0.19%	60
2018 Q3	$267K	Hold	4,848	–	–	0.19%	54
2018 Q2	$257K	Hold	4,848	–	–	0.19%	53
2018 Q1	$250K	Buy	4,848 +540	+13%	+$28.5K	0.2%	53
2017 Q4	$224K	Buy	+4,308	New	+$219K	0.17%	57

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Leonard Rickey Investment Advisors's IWR Position: Q1 2020 in Review

Leonard Rickey Investment Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2020, closing a stake of 4,848 shares — an estimated $289K sold.

Leonard Rickey Investment Advisors first reported a position in IWR in Q4 2017 and held it in 9 quarters. The position peaked at $289K in Q4 2019. 811 funds tracked by Wall St. Rank hold IWR as of Q1 2020.

Leonard Rickey Investment Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
Leonard Rickey Investment Advisors sold 4,848 iShares Russell Mid-Cap ETF shares in Q1 2020, an estimated $289K.
Leonard Rickey Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and held it in 9 quarters.
Leonard Rickey Investment Advisors's iShares Russell Mid-Cap ETF position peaked at $289K in Q4 2019.
811 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2020.

Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2020, filed 28 Apr 2020.