Meadow Creek Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Meadow Creek Wealth 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
2019 Q4	$1.2M	Buy	+20,074	New	+$1.15M	1.66%	6

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

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

Meadow Creek Wealth Advisors's IWR Position: Q4 2019 in Review

Meadow Creek Wealth Advisors opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q4 2019: 20,074 shares worth $1.2M. The stake represents 1.66% of the portfolio and ranks #6 among its holdings.

886 funds tracked by Wall St. Rank hold IWR as of Q4 2019.

Meadow Creek Wealth Advisors held 20,074 shares of iShares Russell Mid-Cap ETF worth $1.2M as of Q4 2019.
iShares Russell Mid-Cap ETF was a new Meadow Creek Wealth Advisors position in Q4 2019.
iShares Russell Mid-Cap ETF made up 1.66% of Meadow Creek Wealth Advisors's portfolio in Q4 2019, its #6 holding.
886 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2019.

Based on Meadow Creek Wealth Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.