Northstar Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Northstar Wealth Partners’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 Q3	–	Sell	-4,648	Closed	-$249K	–	169
2020 Q2	$249K	Sell	4,648 -3,307	-42%	-$166K	0.1%	149
2020 Q1	$343K	Sell	7,955 -2,660	-25%	-$146K	0.17%	116
2019 Q4	$632K	Sell	10,615 -280	-3%	-$16.1K	0.26%	97
2019 Q3	$610K	Sell	10,895 -99	-0.9%	-$5.53K	0.27%	95
2019 Q2	$614K	Buy	10,994 +180	+2%	+$9.88K	0.27%	97
2019 Q1	$583K	Buy	10,814 +400	+4%	+$20.7K	0.27%	102
2018 Q4	$484K	Buy	10,414 +6,010	+136%	+$303K	0.25%	100
2018 Q3	$242K	Hold	4,404	–	–	0.12%	151
2018 Q2	$233K	Buy	+4,404	New	+$232K	0.12%	170

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Northstar Wealth Partners's IWR Position: Q3 2020 in Review

Northstar Wealth Partners sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2020, closing a stake of 4,648 shares — an estimated $249K sold.

Northstar Wealth Partners first reported a position in IWR in Q2 2018 and held it in 9 quarters. The position peaked at $632K in Q4 2019. 838 funds tracked by Wall St. Rank hold IWR as of Q3 2020.

Northstar Wealth Partners reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2020 after selling out during the quarter.
Northstar Wealth Partners sold 4,648 iShares Russell Mid-Cap ETF shares in Q3 2020, an estimated $249K.
Northstar Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q2 2018 and held it in 9 quarters.
Northstar Wealth Partners's iShares Russell Mid-Cap ETF position peaked at $632K in Q4 2019.
838 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.