Portfolio Solutions’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Portfolio Solutions’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
2020 Q4	–	Sell	-4,054	Closed	-$233K	–	44
2020 Q3	$233K	Hold	4,054	–	–	0.03%	48
2020 Q2	$217K	Buy	+4,054	New	+$203K	0.03%	49
2019 Q1	–	Sell	-5,084	Closed	-$236K	–	41
2018 Q4	$236K	Hold	5,084	–	–	0.04%	41
2018 Q3	$279K	Buy	+5,084	New	+$279K	0.04%	33
2018 Q2	–	Sell	-3,040	Closed	-$157K	–	109
2018 Q1	$157K	Hold	3,040	–	–	0.02%	40
2017 Q4	$158K	Hold	3,040	–	–	0.02%	42
2017 Q3	$150K	Hold	3,040	–	–	0.02%	43
2017 Q2	$146K	Hold	3,040	–	–	0.02%	45
2017 Q1	$142K	Buy	+3,040	New	+$141K	0.02%	37

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Portfolio Solutions's IWR Position: Q4 2020 in Review

Portfolio Solutions sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2020, closing a stake of 4,054 shares — an estimated $233K sold.

Portfolio Solutions first reported a position in IWR in Q1 2017 and held it in 9 quarters. The position peaked at $279K in Q3 2018. 945 funds tracked by Wall St. Rank hold IWR as of Q4 2020.

Portfolio Solutions reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2020 after selling out during the quarter.
Portfolio Solutions sold 4,054 iShares Russell Mid-Cap ETF shares in Q4 2020, an estimated $233K.
Portfolio Solutions first reported a position in iShares Russell Mid-Cap ETF in Q1 2017 and held it in 9 quarters.
Portfolio Solutions's iShares Russell Mid-Cap ETF position peaked at $279K in Q3 2018.
945 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2020.

Based on Portfolio Solutions's 13F filing for Q4 2020, filed 12 Feb 2021.