Mid Atlantic Financial Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Mid Atlantic Financial Management’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	$31M	Buy	395,781 +7,877	+2%	+$631K	2.07%	6
2021 Q2	$30.7M	Buy	387,904 +36,533	+10%	+$2.83M	2.07%	6
2021 Q1	$26M	Buy	351,371 +21,239	+6%	+$1.54M	1.9%	6
2020 Q4	$22.6M	Buy	330,132 +155,659	+89%	+$9.92M	1.74%	8
2020 Q3	$11M	Sell	174,473 -19,632	-10%	-$1.12M	0.96%	15
2020 Q2	$10.4M	Sell	194,105 -830	-0.4%	-$41.6K	1%	17
2020 Q1	$8.41M	Sell	194,935 -56,364	-22%	-$3.1M	0.97%	15
2019 Q4	$15M	Buy	251,299 +4,615	+2%	+$265K	1.4%	9
2019 Q3	$13.8M	Sell	246,684 -188	-0.1%	-$10.5K	1.47%	10
2019 Q2	$13.8M	Sell	246,872 -10,461	-4%	-$574K	1.44%	9
2019 Q1	$13.9M	Buy	257,333 +23,315	+10%	+$1.21M	1.51%	8
2018 Q4	$10.9M	Buy	+234,018	New	+$11.8M	1.35%	9

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

Mid Atlantic Financial Management's IWR Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 2% in Q3 2021, buying an estimated $631K and bringing the position to 395,781 shares worth $31M. The position accounts for 2.07% of the portfolio, ranked #6.

Mid Atlantic Financial Management first reported a position in IWR in Q4 2018 and has held it in 12 quarters since. 1,013 funds tracked by Wall St. Rank hold IWR as of Q3 2021.

Mid Atlantic Financial Management held 395,781 shares of iShares Russell Mid-Cap ETF worth $31M as of Q3 2021.
Mid Atlantic Financial Management bought 7,877 iShares Russell Mid-Cap ETF shares in Q3 2021, an estimated $631K.
iShares Russell Mid-Cap ETF made up 2.07% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #6 holding.
Mid Atlantic Financial Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 12 quarters since.
1,013 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.