Pecaut & Co’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Pecaut & Co’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
2019 Q4	–	Sell	-20	Closed	-$1K	–	71
2019 Q3	$1K	Sell	20 -3,860	-99%	-$216K	﹤0.01%	70
2019 Q2	$217K	Hold	3,880	–	–	0.15%	57
2019 Q1	$209K	Hold	3,880	–	–	0.14%	57
2018 Q4	$180K	Sell	3,880 -3,880	-50%	-$196K	0.15%	53
2018 Q3	$428K	Hold	7,760	–	–	0.3%	45
2018 Q2	$412K	Hold	7,760	–	–	0.3%	45
2018 Q1	$400K	Hold	7,760	–	–	0.3%	45
2017 Q4	$404K	Hold	7,760	–	–	0.3%	45
2017 Q3	$382K	Hold	7,760	–	–	0.31%	46
2017 Q2	$373K	Hold	7,760	–	–	0.31%	46
2017 Q1	$363K	Buy	+7,760	New	+$360K	0.32%	46

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Pecaut & Co's IWR Position: Q4 2019 in Review

Pecaut & Co sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2019, closing a stake of 20 shares — an estimated $1K sold.

Pecaut & Co first reported a position in IWR in Q1 2017 and held it in 11 quarters. The position peaked at $428K in Q3 2018. 887 funds tracked by Wall St. Rank hold IWR as of Q4 2019.

Pecaut & Co reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2019 after selling out during the quarter.
Pecaut & Co sold 20 iShares Russell Mid-Cap ETF shares in Q4 2019, an estimated $1K.
Pecaut & Co first reported a position in iShares Russell Mid-Cap ETF in Q1 2017 and held it in 11 quarters.
Pecaut & Co's iShares Russell Mid-Cap ETF position peaked at $428K in Q3 2018.
887 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2019.

Based on Pecaut & Co's 13F filing for Q4 2019, filed 4 Feb 2020.