PSI Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

PSI Advisors’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 Q1	–	Sell	-363	Closed	-$21K	–	342
2019 Q4	$21K	Buy	+363	New	+$20.8K	0.01%	371

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

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

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

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

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

PSI Advisors's IWR Position: Q1 2020 in Review

PSI Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2020, closing a stake of 363 shares — an estimated $21K sold.

PSI Advisors first reported a position in IWR in Q4 2019 and held it in 1 quarter. The position peaked at $21K in Q4 2019. 811 funds tracked by Wall St. Rank hold IWR as of Q1 2020.

PSI Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
PSI Advisors sold 363 iShares Russell Mid-Cap ETF shares in Q1 2020, an estimated $21K.
PSI Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and held it in 1 quarter.
PSI Advisors's iShares Russell Mid-Cap ETF position peaked at $21K in Q4 2019.
811 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2020.

Based on PSI Advisors's 13F filing for Q1 2020, filed 15 May 2020.