Private Vista’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Private Vista’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	-22,998	Closed	-$991K	–	139
2020 Q1	$991K	Buy	+22,998	New	+$1.27M	0.37%	46
2019 Q3	–	Sell	-23,049	Closed	-$1.29M	–	157
2019 Q2	$1.29M	Buy	23,049 +4,147	+22%	+$228K	0.32%	43
2019 Q1	$1.02M	Sell	18,902 -23	-0.1%	-$1.19K	0.25%	53
2018 Q4	$880K	Buy	18,925 +2,361	+14%	+$119K	0.2%	58
2018 Q3	$913K	Hold	16,564	–	–	0.19%	60
2018 Q2	$878K	Buy	16,564 +100	+0.6%	+$5.26K	0.2%	60
2018 Q1	$850K	Buy	+16,464	New	+$868K	0.25%	48
2017 Q4	–	Sell	-4,248	Closed	-$209K	–	99
2017 Q3	$209K	Sell	4,248 -308	-7%	-$14.9K	0.05%	108
2017 Q2	$220K	Buy	+4,556	New	+$216K	0.05%	87

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

Private Vista's IWR Position: Q2 2020 in Review

Private Vista sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2020, closing a stake of 22,998 shares — an estimated $991K sold.

Private Vista first reported a position in IWR in Q2 2017 and held it in 9 quarters. The position peaked at $1.29M in Q2 2019. 833 funds tracked by Wall St. Rank hold IWR as of Q2 2020.

Private Vista reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
Private Vista sold 22,998 iShares Russell Mid-Cap ETF shares in Q2 2020, an estimated $991K.
Private Vista first reported a position in iShares Russell Mid-Cap ETF in Q2 2017 and held it in 9 quarters.
Private Vista's iShares Russell Mid-Cap ETF position peaked at $1.29M in Q2 2019.
833 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.