Mercer Capital Advisers’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Mercer Capital Advisers’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
2021 Q3	$490K	Hold	6,264	–	–	0.26%	60
2021 Q2	$496K	Hold	6,264	–	–	0.25%	64
2021 Q1	$463K	Hold	6,264	–	–	0.25%	60
2020 Q4	$429K	Hold	6,264	–	–	0.24%	61
2020 Q3	$359K	Hold	6,264	–	–	0.22%	60
2020 Q2	$336K	Hold	6,264	–	–	0.21%	61
2020 Q1	$270K	Hold	6,264	–	–	0.2%	65
2019 Q4	$373K	Hold	6,264	–	–	0.22%	65
2019 Q3	$350K	Hold	6,264	–	–	0.22%	65
2019 Q2	$350K	Hold	6,264	–	–	0.23%	67
2019 Q1	$338K	Hold	6,264	–	–	0.23%	67
2018 Q4	$291K	Hold	6,264	–	–	0.22%	69
2018 Q3	$345K	Hold	6,264	–	–	0.23%	64
2018 Q2	$332K	Hold	6,264	–	–	0.24%	64
2018 Q1	$323K	Hold	6,264	–	–	0.24%	66
2017 Q4	$326K	Hold	6,264	–	–	0.24%	69
2017 Q3	$309K	Hold	6,264	–	–	0.23%	72
2017 Q2	$301K	Hold	6,264	–	–	0.23%	73
2017 Q1	$293K	Hold	6,264	–	–	0.22%	73
2016 Q4	$280K	Hold	6,264	–	–	0.22%	75
2016 Q3	$273K	Hold	6,264	–	–	0.22%	73
2016 Q2	$263K	Hold	6,264	–	–	0.22%	76
2016 Q1	$255K	Hold	6,264	–	–	0.22%	74
2015 Q4	$251K	Hold	6,264	–	–	0.22%	79
2015 Q3	$244K	Hold	6,264	–	–	0.23%	76
2015 Q2	$267K	Hold	6,264	–	–	0.24%	79
2015 Q1	$271K	Hold	6,264	–	–	0.24%	75
2014 Q4	$262K	Buy	+6,264	New	+$254K	0.23%	73

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

Mercer Capital Advisers's IWR Position: Q3 2021 in Review

Mercer Capital Advisers held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2021 at 6,264 shares worth $490K. The position accounts for 0.26% of the portfolio, ranked #60.

Mercer Capital Advisers first reported a position in IWR in Q4 2014 and has held it in 28 quarters since. The position peaked at $496K in Q2 2021. 1,013 funds tracked by Wall St. Rank hold IWR as of Q3 2021.

Mercer Capital Advisers held 6,264 shares of iShares Russell Mid-Cap ETF worth $490K as of Q3 2021.
Mercer Capital Advisers left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2021.
iShares Russell Mid-Cap ETF made up 0.26% of Mercer Capital Advisers's portfolio in Q3 2021, its #60 holding.
Mercer Capital Advisers first reported a position in iShares Russell Mid-Cap ETF in Q4 2014 and has held it in 28 quarters since.
Mercer Capital Advisers's iShares Russell Mid-Cap ETF position peaked at $496K in Q2 2021.
1,013 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2021.

Based on Mercer Capital Advisers's 13F filing for Q3 2021, filed 27 Oct 2021.