Paul John Balson’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
Other funds holding IWR
TF
Paul John Balson's IWR Position: Q4 2020 in Review
Paul John Balson increased its iShares Russell Mid-Cap ETF (IWR) stake by 9% in Q4 2020, buying an estimated $210K and bringing the position to 39,834 shares worth $2.73M. The position accounts for 0.56% of the portfolio, ranked #13.
Paul John Balson first reported a position in IWR in Q1 2020 and has held it in 4 quarters since. 945 funds tracked by Wall St. Rank hold IWR as of Q4 2020.
- Paul John Balson held 39,834 shares of iShares Russell Mid-Cap ETF worth $2.73M as of Q4 2020.
- Paul John Balson bought 3,304 iShares Russell Mid-Cap ETF shares in Q4 2020, an estimated $210K.
- iShares Russell Mid-Cap ETF made up 0.56% of Paul John Balson's portfolio in Q4 2020, its #13 holding.
- Paul John Balson first reported a position in iShares Russell Mid-Cap ETF in Q1 2020 and has held it in 4 quarters since.
- 945 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2020.
Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.