Raab & Moskowitz Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Raab & Moskowitz Asset Management’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	-452	Closed	-$26K	–	334
2019 Q4	$26K	Buy	+452	New	+$26K	0.01%	317
2018 Q4	–	Sell	-452	Closed	-$24K	–	339
2018 Q3	$24K	Buy	+452	New	+$24.8K	0.01%	328
2015 Q1	–	Sell	-492	Closed	-$21K	–	256
2014 Q4	$21K	Buy	+492	New	+$20K	0.01%	268

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

Raab & Moskowitz Asset Management's IWR Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2020, closing a stake of 452 shares — an estimated $26K sold.

Raab & Moskowitz Asset Management first reported a position in IWR in Q4 2014 and held it in 3 quarters. The position peaked at $26K in Q4 2019. 811 funds tracked by Wall St. Rank hold IWR as of Q1 2020.

Raab & Moskowitz Asset Management reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 452 iShares Russell Mid-Cap ETF shares in Q1 2020, an estimated $26K.
Raab & Moskowitz Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2014 and held it in 3 quarters.
Raab & Moskowitz Asset Management's iShares Russell Mid-Cap ETF position peaked at $26K in Q4 2019.
811 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.