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

Regal Wealth Group’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
2021 Q2	–	Sell	-1,080	Closed	-$80K	–	153
2021 Q1	$80K	Buy	1,080 +3	+0.3%	+$217	0.05%	73
2020 Q4	$74K	Buy	1,077 +3	+0.3%	+$191	0.05%	74
2020 Q3	$62K	Buy	1,074 +5	+0.5%	+$285	0.05%	73
2020 Q2	$57K	Buy	1,069 +3	+0.3%	+$150	0.05%	75
2020 Q1	$46K	Buy	1,066 +6	+0.6%	+$330	0.05%	73
2019 Q4	$63K	Buy	1,060 +6	+0.6%	+$344	0.04%	76
2019 Q3	$59K	Buy	1,054 +3	+0.3%	+$168	0.04%	72
2019 Q2	$59K	Buy	1,051 +4	+0.4%	+$219	0.04%	73
2019 Q1	$57K	Buy	1,047 +3	+0.3%	+$155	0.04%	71
2018 Q4	$49K	Buy	1,044 +12	+1%	+$605	0.04%	72
2018 Q3	$57K	Buy	1,032 +4	+0.4%	+$219	0.04%	73
2018 Q2	$55K	Hold	1,028	–	–	0.06%	73
2018 Q1	$53K	Buy	1,028 +4	+0.4%	+$211	0.04%	72
2017 Q4	$53K	Buy	1,024 +4	+0.4%	+$203	0.04%	73
2017 Q3	$50K	Buy	1,020 +8	+0.8%	+$386	0.04%	73
2017 Q2	$49K	Hold	1,012	–	–	0.04%	74
2017 Q1	$47K	Buy	1,012 +4	+0.4%	+$185	0.04%	73
2016 Q4	$45K	Buy	1,008 +4	+0.4%	+$175	0.04%	71
2016 Q3	$44K	Buy	1,004 +8	+0.8%	+$347	0.04%	68
2016 Q2	$42K	Hold	996	–	–	0.04%	66
2016 Q1	$41K	Buy	996 +4	+0.4%	+$152	0.04%	68
2015 Q4	$40K	Buy	+992	New	+$40.4K	0.04%	71

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Regal Wealth Group's IWR Position: Q2 2021 in Review

Regal Wealth Group sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2021, closing a stake of 1,080 shares — an estimated $80K sold.

Regal Wealth Group first reported a position in IWR in Q4 2015 and held it in 22 quarters. The position peaked at $80K in Q1 2021. 1,012 funds tracked by Wall St. Rank hold IWR as of Q2 2021.

Regal Wealth Group reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 1,080 iShares Russell Mid-Cap ETF shares in Q2 2021, an estimated $80K.
Regal Wealth Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2015 and held it in 22 quarters.
Regal Wealth Group's iShares Russell Mid-Cap ETF position peaked at $80K in Q1 2021.
1,012 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.