MSAM
IWR icon

Moloney Securities Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Moloney Securities Asset 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
2019
Q3 		– Sell
-9,593
Closed -$536K – 345
2019
Q2 		$536K Buy
+9,593
New +$526K 0.18% 146

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Moloney Securities Asset Management's IWR Position: Q3 2019 in Review

Moloney Securities Asset Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2019, closing a stake of 9,593 shares — an estimated $536K sold.

Moloney Securities Asset Management first reported a position in IWR in Q2 2019 and held it in 1 quarter. The position peaked at $536K in Q2 2019. 764 funds tracked by Wall St. Rank hold IWR as of Q3 2019.

  • Moloney Securities Asset Management reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2019 after selling out during the quarter.
  • Moloney Securities Asset Management sold 9,593 iShares Russell Mid-Cap ETF shares in Q3 2019, an estimated $536K.
  • Moloney Securities Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2019 and held it in 1 quarter.
  • Moloney Securities Asset Management's iShares Russell Mid-Cap ETF position peaked at $536K in Q2 2019.
  • 764 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2019.

Based on Moloney Securities Asset Management's 13F filing for Q3 2019, filed 1 Nov 2019.