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Perennial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Perennial Advisors’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
2021
Q3 		– Sell
-254
Closed -$20K – 175
2021
Q2 		$20K Hold
254
– – 0.01% 212
2021
Q1 		$19K Buy
254
+90
+55% +$6.51K 0.01% 208
2020
Q4 		$11K Buy
+164
New +$10.4K ﹤0.01% 199

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Perennial Advisors's IWR Position: Q3 2021 in Review

Perennial Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2021, closing a stake of 254 shares — an estimated $20K sold.

Perennial Advisors first reported a position in IWR in Q4 2020 and held it in 3 quarters. The position peaked at $20K in Q2 2021. 1,013 funds tracked by Wall St. Rank hold IWR as of Q3 2021.

  • Perennial Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Perennial Advisors sold 254 iShares Russell Mid-Cap ETF shares in Q3 2021, an estimated $20K.
  • Perennial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and held it in 3 quarters.
  • Perennial Advisors's iShares Russell Mid-Cap ETF position peaked at $20K in Q2 2021.
  • 1,013 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2021.

Based on Perennial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.