MA Private Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

MA Private Wealth’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 Q2	–	Sell	-5,925	Closed	-$256K	–	89
2020 Q1	$256K	Buy	5,925 +24	+0.4%	+$1.32K	0.08%	70
2019 Q4	$352K	Sell	5,901 -2,222	-27%	-$128K	0.11%	49
2019 Q3	$454K	Sell	8,123 -1,703	-17%	-$95.2K	0.13%	58
2019 Q2	$549K	Sell	9,826 -3,892	-28%	-$214K	0.16%	54
2019 Q1	$740K	Sell	13,718 -3,139	-19%	-$163K	0.23%	50
2018 Q4	$784K	Buy	+16,857	New	+$850K	0.3%	48

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

MA Private Wealth's IWR Position: Q2 2020 in Review

MA Private Wealth sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2020, closing a stake of 5,925 shares — an estimated $256K sold.

MA Private Wealth first reported a position in IWR in Q4 2018 and held it in 6 quarters. The position peaked at $784K in Q4 2018. 833 funds tracked by Wall St. Rank hold IWR as of Q2 2020.

MA Private Wealth reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
MA Private Wealth sold 5,925 iShares Russell Mid-Cap ETF shares in Q2 2020, an estimated $256K.
MA Private Wealth first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and held it in 6 quarters.
MA Private Wealth's iShares Russell Mid-Cap ETF position peaked at $784K in Q4 2018.
833 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2020.

Based on MA Private Wealth's 13F filing for Q2 2020, filed 14 Jul 2020.