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New England Investment & Retirement Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

New England Investment & Retirement Group’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 		$2.28M Buy
29,160
+10,676
+58% +$855K 0.53% 47
2021
Q2 		$1.47M Buy
18,484
+8,457
+84% +$656K 0.32% 55
2021
Q1 		$741K Buy
10,027
+7,064
+238% +$511K 0.18% 61
2020
Q4 		$203K Buy
+2,963
New +$189K 0.05% 77

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
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

New England Investment & Retirement Group's IWR Position: Q3 2021 in Review

New England Investment & Retirement Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 58% in Q3 2021, buying an estimated $855K and bringing the position to 29,160 shares worth $2.28M. The position accounts for 0.53% of the portfolio, ranked #47.

New England Investment & Retirement Group first reported a position in IWR in Q4 2020 and has held it in 4 quarters since. 1,013 funds tracked by Wall St. Rank hold IWR as of Q3 2021.

  • New England Investment & Retirement Group held 29,160 shares of iShares Russell Mid-Cap ETF worth $2.28M as of Q3 2021.
  • New England Investment & Retirement Group bought 10,676 iShares Russell Mid-Cap ETF shares in Q3 2021, an estimated $855K.
  • iShares Russell Mid-Cap ETF made up 0.53% of New England Investment & Retirement Group's portfolio in Q3 2021, its #47 holding.
  • New England Investment & Retirement Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 4 quarters since.
  • 1,013 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2021.

Based on New England Investment & Retirement Group's 13F filing for Q3 2021, filed 28 Oct 2021.