Polaris Wealth Advisory Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Polaris Wealth Advisory Group’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
2018 Q4	–	Sell	-932	Closed	-$51K	–	301
2018 Q3	$51K	Sell	932 -3,428	-79%	-$188K	﹤0.01%	246
2018 Q2	$225K	Hold	4,360	–	–	0.02%	98
2018 Q1	$225K	Buy	4,360 +176	+4%	+$9.28K	0.02%	130
2017 Q4	$218K	Buy	+4,184	New	+$212K	0.02%	136
2016 Q1	–	Sell	-5,536	Closed	-$222K	–	126
2015 Q4	$222K	Buy	+5,536	New	+$226K	0.04%	133

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Polaris Wealth Advisory Group's IWR Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2018, closing a stake of 932 shares — an estimated $51K sold.

Polaris Wealth Advisory Group first reported a position in IWR in Q4 2015 and held it in 5 quarters. The position peaked at $225K in Q2 2018. 746 funds tracked by Wall St. Rank hold IWR as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 932 iShares Russell Mid-Cap ETF shares in Q4 2018, an estimated $51K.
Polaris Wealth Advisory Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2015 and held it in 5 quarters.
Polaris Wealth Advisory Group's iShares Russell Mid-Cap ETF position peaked at $225K in Q2 2018.
746 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.