Norway Savings Bank’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Norway Savings Bank’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 Q4	–	Sell	-324	Closed	-$25K	–	323
2021 Q3	$25K	Hold	324	–	–	0.01%	234
2021 Q2	$26K	Hold	324	–	–	0.01%	241
2021 Q1	$24K	Sell	324 -75	-19%	-$5.42K	0.01%	242
2020 Q4	$27K	Hold	399	–	–	0.02%	243
2020 Q3	$23K	Hold	399	–	–	0.02%	224
2020 Q2	$21K	Hold	399	–	–	0.02%	198
2020 Q1	$17K	Sell	399 -100	-20%	-$5.5K	0.01%	201
2019 Q4	$30K	Hold	499	–	–	0.02%	188
2019 Q3	$28K	Sell	499 -25	-5%	-$1.4K	0.02%	181
2019 Q2	$29K	Hold	524	–	–	0.02%	183
2019 Q1	$28K	Hold	524	–	–	0.02%	182
2018 Q4	$24K	Hold	524	–	–	0.02%	188
2018 Q3	$29K	Hold	524	–	–	0.03%	182
2018 Q2	$28K	Buy	524 +324	+162%	+$17.1K	0.03%	184
2018 Q1	$10K	Buy	+200	New	+$10.5K	0.01%	213

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $374B AUM 17.66% 1-Year Est. Return

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

Norway Savings Bank's IWR Position: Q4 2021 in Review

Norway Savings Bank sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2021, closing a stake of 324 shares — an estimated $25K sold.

Norway Savings Bank first reported a position in IWR in Q1 2018 and held it in 15 quarters. The position peaked at $30K in Q4 2019. 1,136 funds tracked by Wall St. Rank hold IWR as of Q4 2021.

Norway Savings Bank reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
Norway Savings Bank sold 324 iShares Russell Mid-Cap ETF shares in Q4 2021, an estimated $25K.
Norway Savings Bank first reported a position in iShares Russell Mid-Cap ETF in Q1 2018 and held it in 15 quarters.
Norway Savings Bank's iShares Russell Mid-Cap ETF position peaked at $30K in Q4 2019.
1,136 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2021.

Based on Norway Savings Bank's 13F filing for Q4 2021, filed 18 Jan 2022.