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MPS Loria Financial Planners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-1,774
Closed -$131K – 342
2021
Q1 		$131K Sell
1,774
-476
-21% -$34.4K 0.06% 101
2020
Q4 		$152K Sell
2,250
-68
-3% -$4.33K 0.07% 93
2020
Q3 		$133K Sell
2,318
-2,713
-54% -$154K 0.07% 89
2020
Q2 		$270K Buy
5,031
+36
+0.7% +$1.8K 0.14% 53
2020
Q1 		$215K Sell
4,995
-347
-6% -$19.1K 0.17% 57
2019
Q4 		$318K Buy
5,342
+35
+0.7% +$2.01K 0.19% 47
2019
Q3 		$296K Sell
5,307
-155
-3% -$8.66K 0.19% 49
2019
Q2 		$305K Sell
5,462
-216
-4% -$11.8K 0.2% 50
2019
Q1 		$306K Sell
5,678
-195
-3% -$10.1K 0.2% 47
2018
Q4 		$272K Sell
5,873
-623
-10% -$31.4K 0.2% 54
2018
Q3 		$356K Sell
6,496
-284
-4% -$15.6K 0.22% 44
2018
Q2 		$360K Sell
6,780
-528
-7% -$27.8K 0.36% 39
2018
Q1 		$377K Sell
7,308
-1,348
-16% -$71K 0.27% 40
2017
Q4 		$450K Sell
8,656
-928
-10% -$47.1K 0.31% 39
2017
Q3 		$472K Sell
9,584
-204
-2% -$9.85K 0.34% 34
2017
Q2 		$468K Buy
+9,788
New +$464K 0.31% 36

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MPS Loria Financial Planners's IWR Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2021, closing a stake of 1,774 shares — an estimated $131K sold.

MPS Loria Financial Planners first reported a position in IWR in Q2 2017 and held it in 16 quarters. The position peaked at $472K in Q3 2017. 1,012 funds tracked by Wall St. Rank hold IWR as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 1,774 iShares Russell Mid-Cap ETF shares in Q2 2021, an estimated $131K.
  • MPS Loria Financial Planners first reported a position in iShares Russell Mid-Cap ETF in Q2 2017 and held it in 16 quarters.
  • MPS Loria Financial Planners's iShares Russell Mid-Cap ETF position peaked at $472K in Q3 2017.
  • 1,012 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.