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Lucia Wealth Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Lucia Wealth Services’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
2018
Q4 		– Sell
-4,200
Closed -$232K – 199
2018
Q3 		$232K Sell
4,200
-1,168
-22% -$64K 0.07% 137
2018
Q2 		$285K Sell
5,368
-30,140
-85% -$1.59M 0.12% 110
2018
Q1 		$1.83M Buy
35,508
+31,436
+772% +$1.66M 0.6% 63
2017
Q4 		$212K Buy
+4,072
New +$207K 0.09% 114

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lucia Wealth Services's IWR Position: Q4 2018 in Review

Lucia Wealth Services sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2018, closing a stake of 4,200 shares — an estimated $232K sold.

Lucia Wealth Services first reported a position in IWR in Q4 2017 and held it in 4 quarters. The position peaked at $1.83M in Q1 2018. 746 funds tracked by Wall St. Rank hold IWR as of Q4 2018.

  • Lucia Wealth Services reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Lucia Wealth Services sold 4,200 iShares Russell Mid-Cap ETF shares in Q4 2018, an estimated $232K.
  • Lucia Wealth Services first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and held it in 4 quarters.
  • Lucia Wealth Services's iShares Russell Mid-Cap ETF position peaked at $1.83M in Q1 2018.
  • 746 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2018.

Based on Lucia Wealth Services's 13F filing for Q4 2018, filed 13 Feb 2019.