Lodestar Investment Counsel’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Lodestar Investment Counsel’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
2019 Q2	$2.65M	Buy	47,436 +400	+0.9%	+$21.9K	0.27%	66
2019 Q1	$2.54M	Buy	47,036 +3,825	+9%	+$198K	0.27%	64
2018 Q4	$2.01M	Buy	43,211 +295	+0.7%	+$14.9K	0.24%	65
2018 Q3	$2.37M	Buy	42,916 +3,400	+9%	+$186K	0.26%	64
2018 Q2	$2.1M	Buy	39,516 +6,680	+20%	+$352K	0.24%	65
2018 Q1	$1.7M	Sell	32,836 -1,000	-3%	-$52.7K	0.2%	67
2017 Q4	$1.76M	Buy	33,836 +1,720	+5%	+$87.3K	0.2%	68
2017 Q3	$1.58M	Buy	32,116 +6,780	+27%	+$327K	0.19%	70
2017 Q2	$1.22M	Buy	25,336 +6,260	+33%	+$297K	0.16%	70
2017 Q1	$893K	Buy	19,076 +296	+2%	+$13.7K	0.12%	84
2016 Q4	$840K	Hold	18,780	–	–	0.11%	87
2016 Q3	$818K	Hold	18,780	–	–	0.11%	87
2016 Q2	$790K	Buy	18,780 +1,000	+6%	+$41.3K	0.11%	86
2016 Q1	$724K	Buy	17,780 +300	+2%	+$11.4K	0.1%	94
2015 Q4	$700K	Hold	17,480	–	–	0.11%	88
2015 Q3	$680K	Buy	17,480 +100	+0.6%	+$4.14K	0.11%	86
2015 Q2	$740K	Sell	17,380 -560	-3%	-$24.3K	0.12%	85
2015 Q1	$776K	Buy	+17,940	New	+$763K	0.12%	83

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Lodestar Investment Counsel's IWR Position: Q2 2019 in Review

Lodestar Investment Counsel increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.85% in Q2 2019, buying an estimated $21.9K and bringing the position to 47,436 shares worth $2.65M. The position accounts for 0.27% of the portfolio, ranked #66.

Lodestar Investment Counsel first reported a position in IWR in Q1 2015 and has held it in 18 quarters since. 761 funds tracked by Wall St. Rank hold IWR as of Q2 2019.

Lodestar Investment Counsel held 47,436 shares of iShares Russell Mid-Cap ETF worth $2.65M as of Q2 2019.
Lodestar Investment Counsel bought 400 iShares Russell Mid-Cap ETF shares in Q2 2019, an estimated $21.9K.
iShares Russell Mid-Cap ETF made up 0.27% of Lodestar Investment Counsel's portfolio in Q2 2019, its #66 holding.
Lodestar Investment Counsel first reported a position in iShares Russell Mid-Cap ETF in Q1 2015 and has held it in 18 quarters since.
761 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2019.

Based on Lodestar Investment Counsel's 13F filing for Q2 2019, filed 10 Jul 2019.