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

Price Wealth’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 Q2	–	Sell	-1,435	Closed	-$62K	–	489
2020 Q1	$62K	Buy	+1,435	New	+$79K	0.02%	93

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

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

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

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

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

Price Wealth's IWR Position: Q2 2020 in Review

Price Wealth sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2020, closing a stake of 1,435 shares — an estimated $62K sold.

Price Wealth first reported a position in IWR in Q1 2020 and held it in 1 quarter. The position peaked at $62K in Q1 2020. 833 funds tracked by Wall St. Rank hold IWR as of Q2 2020.

Price Wealth reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
Price Wealth sold 1,435 iShares Russell Mid-Cap ETF shares in Q2 2020, an estimated $62K.
Price Wealth first reported a position in iShares Russell Mid-Cap ETF in Q1 2020 and held it in 1 quarter.
Price Wealth's iShares Russell Mid-Cap ETF position peaked at $62K in Q1 2020.
833 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2020.

Based on Price Wealth's 13F filing for Q2 2020, filed 21 Jul 2020.