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Personal Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Personal Wealth Partners’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
-703
Closed -$56K – 229
2021
Q2 		$56K Buy
+703
New +$54.5K 0.02% 150
2020
Q1 		– Sell
-700
Closed -$42K – 320
2019
Q4 		$42K Hold
700
– – 0.02% 153
2019
Q3 		$39K Hold
700
– – 0.02% 157
2019
Q2 		$39K Buy
+700
New +$38.4K 0.02% 142

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

Personal Wealth Partners's IWR Position: Q3 2021 in Review

Personal Wealth Partners sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2021, closing a stake of 703 shares — an estimated $56K sold.

Personal Wealth Partners first reported a position in IWR in Q2 2019 and held it in 4 quarters. The position peaked at $56K in Q2 2021. 1,013 funds tracked by Wall St. Rank hold IWR as of Q3 2021.

  • Personal Wealth Partners reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 703 iShares Russell Mid-Cap ETF shares in Q3 2021, an estimated $56K.
  • Personal Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's iShares Russell Mid-Cap ETF position peaked at $56K in Q2 2021.
  • 1,013 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.