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

Paloma 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
-28,243
Closed -$1.51M – 2266
2020
Q2 		$1.51M Buy
+28,243
New +$1.42M 0.03% 739

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JP Morgan Chase
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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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Paloma Partners's IWR Position: Q3 2020 in Review

Paloma Partners sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2020, closing a stake of 28,243 shares — an estimated $1.51M sold.

Paloma Partners first reported a position in IWR in Q2 2020 and held it in 1 quarter. The position peaked at $1.51M in Q2 2020. 837 funds tracked by Wall St. Rank hold IWR as of Q3 2020.

  • Paloma Partners reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Paloma Partners sold 28,243 iShares Russell Mid-Cap ETF shares in Q3 2020, an estimated $1.51M.
  • Paloma Partners first reported a position in iShares Russell Mid-Cap ETF in Q2 2020 and held it in 1 quarter.
  • Paloma Partners's iShares Russell Mid-Cap ETF position peaked at $1.51M in Q2 2020.
  • 837 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2020.

Based on Paloma Partners's 13F filing for Q3 2020, filed 16 Nov 2020.