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

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

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

JP Morgan Chase

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return