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

Reby 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
Q4 		$296K Buy
+4,311
New +$275K 0.08% 68

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Reby Advisors's IWR Position: Q4 2020 in Review

Reby Advisors opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q4 2020: 4,311 shares worth $296K. The stake represents 0.08% of the portfolio and ranks #68 among its holdings.

945 funds tracked by Wall St. Rank hold IWR as of Q4 2020.

  • Reby Advisors held 4,311 shares of iShares Russell Mid-Cap ETF worth $296K as of Q4 2020.
  • iShares Russell Mid-Cap ETF was a new Reby Advisors position in Q4 2020.
  • iShares Russell Mid-Cap ETF made up 0.08% of Reby Advisors's portfolio in Q4 2020, its #68 holding.
  • 945 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2020.

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