PSUF
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People's United Financial’s iShares Russell Mid-Cap ETF IWR Stock Holding History

People's United Financial’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
2022
Q1 		$5.49M Sell
70,375
-90,982
-56% -$7M 0.16% 141
2021
Q4 		$13.4M Sell
161,357
-81,994
-34% -$6.73M 0.32% 78
2021
Q3 		$19M Buy
243,351
+1,686
+0.7% +$135K 0.42% 64
2021
Q2 		$19.1M Sell
241,665
-20
-0% -$1.55K 0.43% 66
2021
Q1 		$17.9M Buy
241,685
+14,491
+6% +$1.05M 0.43% 66
2020
Q4 		$15.6M Buy
227,194
+7,979
+4% +$508K 0.39% 72
2020
Q3 		$12.6M Sell
219,215
-16,826
-7% -$958K 0.35% 79
2020
Q2 		$12.7M Sell
236,041
-2,607
-1% -$131K 0.37% 76
2020
Q1 		$10.3M Buy
238,648
+1,498
+0.6% +$82.4K 0.36% 78
2019
Q4 		$14.1M Buy
237,150
+11,956
+5% +$686K 0.39% 68
2019
Q3 		$12.6M Buy
225,194
+355
+0.2% +$19.8K 0.36% 71
2019
Q2 		$12.6M Buy
224,839
+37,969
+20% +$2.08M 0.34% 72
2019
Q1 		$10.1M Buy
186,870
+10,061
+6% +$521K 0.31% 78
2018
Q4 		$8.22M Sell
176,809
-6,319
-3% -$319K 0.29% 83
2018
Q3 		$10.1M Sell
183,128
-1,688
-0.9% -$92.5K 0.31% 74
2018
Q2 		$9.8M Sell
184,816
-20,708
-10% -$1.09M 0.25% 112
2018
Q1 		$10.6M Sell
205,524
-5,576
-3% -$294K 0.34% 73
2017
Q4 		$11M Sell
211,100
-19,604
-8% -$995K 0.34% 73
2017
Q3 		$11.4M Sell
230,704
-6,836
-3% -$330K 0.38% 72
2017
Q2 		$11.4M Sell
237,540
-4,792
-2% -$227K 0.39% 72
2017
Q1 		$11.3M Buy
242,332
+4,700
+2% +$218K 0.4% 68
2016
Q4 		$10.6M Buy
237,632
+10,128
+4% +$443K 0.39% 68
2016
Q3 		$9.91M Buy
227,504
+14,504
+7% +$629K 0.52% 61
2016
Q2 		$8.96M Buy
213,000
+2,148
+1% +$88.7K 0.48% 62
2016
Q1 		$8.59M Sell
210,852
-24,276
-10% -$924K 0.46% 63
2015
Q4 		$9.42M Buy
235,128
+79,136
+51% +$3.23M 0.5% 58
2015
Q3 		$6.07M Buy
155,992
+17,836
+13% +$738K 0.34% 79
2015
Q2 		$5.88M Buy
138,156
+12,640
+10% +$550K 0.31% 82
2015
Q1 		$5.43M Buy
125,516
+9,252
+8% +$393K 0.28% 87
2014
Q4 		$4.86M Buy
116,264
+1,048
+0.9% +$42.5K 0.25% 91
2014
Q3 		$4.56M Sell
115,216
-2,060
-2% -$83K 0.24% 92
2014
Q2 		$4.77M Buy
117,276
+2,252
+2% +$87.8K 0.25% 92
2014
Q1 		$4.45M Sell
115,024
-1,940
-2% -$73.6K 0.27% 91
2013
Q4 		$4.39M Sell
116,964
-2,416
-2% -$87.3K 0.25% 87
2013
Q3 		$4.15M Sell
119,380
-1,764
-1% -$60.3K 0.26% 82
2013
Q2 		$3.93M Buy
+121,144
New +$3.93M 0.26% 80

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

People's United Financial's IWR Position: Q1 2022 in Review

People's United Financial reduced its iShares Russell Mid-Cap ETF (IWR) stake by 56% in Q1 2022, selling an estimated $7M and leaving 70,375 shares worth $5.49M. The position accounts for 0.16% of the portfolio, ranked #141.

People's United Financial first reported a position in IWR in Q2 2013 and has held it in 36 quarters since. The position peaked at $19.1M in Q2 2021. 1,128 funds tracked by Wall St. Rank hold IWR as of Q1 2022.

  • People's United Financial held 70,375 shares of iShares Russell Mid-Cap ETF worth $5.49M as of Q1 2022.
  • People's United Financial sold 90,982 iShares Russell Mid-Cap ETF shares in Q1 2022, an estimated $7M.
  • iShares Russell Mid-Cap ETF made up 0.16% of People's United Financial's portfolio in Q1 2022, its #141 holding.
  • People's United Financial first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 36 quarters since.
  • People's United Financial's iShares Russell Mid-Cap ETF position peaked at $19.1M in Q2 2021.
  • 1,128 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.