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Mosaic Family Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Mosaic Family 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
2019
Q2 		– Sell
-56
Closed -$3K – 388
2019
Q1 		$3K Hold
56
– – ﹤0.01% 616
2018
Q4 		$3K Sell
56
-168
-75% -$8.47K ﹤0.01% 576
2018
Q3 		$3K Buy
224
+168
+300% +$9.21K ﹤0.01% 583
2018
Q2 		$3K Sell
56
-464
-89% -$24.4K ﹤0.01% 617
2018
Q1 		$27K Hold
520
– – 0.01% 389
2017
Q4 		$27K Buy
+520
New +$26.4K 0.01% 409
2017
Q2 		– Sell
-868
Closed -$41K – 732
2017
Q1 		$41K Buy
+868
New +$40.2K 0.02% 354

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Mosaic Family Wealth's IWR Position: Q2 2019 in Review

Mosaic Family Wealth sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2019, closing a stake of 56 shares — an estimated $3K sold.

Mosaic Family Wealth first reported a position in IWR in Q1 2017 and held it in 7 quarters. The position peaked at $41K in Q1 2017. 761 funds tracked by Wall St. Rank hold IWR as of Q2 2019.

  • Mosaic Family Wealth reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 56 iShares Russell Mid-Cap ETF shares in Q2 2019, an estimated $3K.
  • Mosaic Family Wealth first reported a position in iShares Russell Mid-Cap ETF in Q1 2017 and held it in 7 quarters.
  • Mosaic Family Wealth's iShares Russell Mid-Cap ETF position peaked at $41K in Q1 2017.
  • 761 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.