Personal Financial Consultants’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Personal Financial Consultants’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 Q2	$594K	Buy	10,640 +26	+0.2%	+$1.43K	0.45%	19
2019 Q1	$573K	Sell	10,614 -159	-1%	-$8.24K	0.44%	18
2018 Q4	$501K	Buy	10,773 +81	+0.8%	+$4.09K	0.42%	27
2018 Q3	$589K	Buy	+10,692	New	+$586K	0.43%	26

Other funds holding IWR

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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 Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Personal Financial Consultants's IWR Position: Q2 2019 in Review

Personal Financial Consultants increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.24% in Q2 2019, buying an estimated $1.43K and bringing the position to 10,640 shares worth $594K. The position accounts for 0.45% of the portfolio, ranked #19.

Personal Financial Consultants first reported a position in IWR in Q3 2018 and has held it in 4 quarters since. 761 funds tracked by Wall St. Rank hold IWR as of Q2 2019.

Personal Financial Consultants held 10,640 shares of iShares Russell Mid-Cap ETF worth $594K as of Q2 2019.
Personal Financial Consultants bought 26 iShares Russell Mid-Cap ETF shares in Q2 2019, an estimated $1.43K.
iShares Russell Mid-Cap ETF made up 0.45% of Personal Financial Consultants's portfolio in Q2 2019, its #19 holding.
Personal Financial Consultants first reported a position in iShares Russell Mid-Cap ETF in Q3 2018 and has held it in 4 quarters since.
761 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2019.

Based on Personal Financial Consultants's 13F filing for Q2 2019, filed 25 Jul 2019.