NNP
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Nachman Norwood & Parrott’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Nachman Norwood & Parrott’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
2020
Q4 		– Sell
-2,254
Closed -$129K – 646
2020
Q3 		$129K Buy
+2,254
New +$128K 0.02% 301

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nachman Norwood & Parrott's IWR Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2020, closing a stake of 2,254 shares — an estimated $129K sold.

Nachman Norwood & Parrott first reported a position in IWR in Q3 2020 and held it in 1 quarter. The position peaked at $129K in Q3 2020. 945 funds tracked by Wall St. Rank hold IWR as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 2,254 iShares Russell Mid-Cap ETF shares in Q4 2020, an estimated $129K.
  • Nachman Norwood & Parrott first reported a position in iShares Russell Mid-Cap ETF in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's iShares Russell Mid-Cap ETF position peaked at $129K in Q3 2020.
  • 945 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.