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Rinet Company’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Rinet Company’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
Q3 		$953K Buy
12,178
+3,110
+34% +$249K 0.18% 41
2021
Q2 		$719K Buy
9,068
+14
+0.2% +$1.09K 0.13% 45
2021
Q1 		$669K Buy
9,054
+17
+0.2% +$1.23K 0.14% 44
2020
Q4 		$619K Buy
9,037
+2,283
+34% +$145K 0.18% 21
2020
Q3 		$388K Buy
6,754
+27
+0.4% +$1.54K 0.13% 22
2020
Q2 		$361K Sell
6,727
-3,408
-34% -$171K 0.13% 24
2020
Q1 		$438K Buy
10,135
+41
+0.4% +$2.26K 0.16% 22
2019
Q4 		$602K Buy
10,094
+30
+0.3% +$1.72K 0.16% 21
2019
Q3 		$563K Buy
10,064
+24
+0.2% +$1.34K 0.17% 21
2019
Q2 		$561K Buy
10,040
+23
+0.2% +$1.26K 0.17% 20
2019
Q1 		$540K Buy
10,017
+23
+0.2% +$1.19K 0.17% 19
2018
Q4 		$465K Buy
9,994
+66
+0.7% +$3.33K 0.17% 20
2018
Q3 		$547K Buy
9,928
+28
+0.3% +$1.53K 0.2% 19
2018
Q2 		$525K Sell
9,900
-788
-7% -$41.5K 0.2% 18
2018
Q1 		$552K Buy
10,688
+20
+0.2% +$1.05K 0.22% 17
2017
Q4 		$555K Buy
10,668
+28
+0.3% +$1.42K 0.22% 17
2017
Q3 		$524K Buy
10,640
+56
+0.5% +$2.7K 0.21% 18
2017
Q2 		$508K Hold
10,584
– – 0.22% 18
2017
Q1 		$495K Buy
10,584
+20
+0.2% +$927 0.23% 19
2016
Q4 		$472K Buy
10,564
+36
+0.3% +$1.57K 0.35% 17
2016
Q3 		$459K Sell
10,528
-168
-2% -$7.28K 0.36% 17
2016
Q2 		$450K Hold
10,696
– – 0.36% 16
2016
Q1 		$436K Sell
10,696
-6,492
-38% -$247K 0.34% 15
2015
Q4 		$688K Buy
17,188
+6,492
+61% +$265K 0.47% 15
2015
Q3 		$416K Hold
10,696
– – 0.35% 15
2015
Q2 		$455K Buy
+10,696
New +$465K 0.38% 15

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Rinet Company's IWR Position: Q3 2021 in Review

Rinet Company increased its iShares Russell Mid-Cap ETF (IWR) stake by 34% in Q3 2021, buying an estimated $249K and bringing the position to 12,178 shares worth $953K. The position accounts for 0.18% of the portfolio, ranked #41.

Rinet Company first reported a position in IWR in Q2 2015 and has held it in 26 quarters since. 1,014 funds tracked by Wall St. Rank hold IWR as of Q3 2021.

  • Rinet Company held 12,178 shares of iShares Russell Mid-Cap ETF worth $953K as of Q3 2021.
  • Rinet Company bought 3,110 iShares Russell Mid-Cap ETF shares in Q3 2021, an estimated $249K.
  • iShares Russell Mid-Cap ETF made up 0.18% of Rinet Company's portfolio in Q3 2021, its #41 holding.
  • Rinet Company first reported a position in iShares Russell Mid-Cap ETF in Q2 2015 and has held it in 26 quarters since.
  • 1,014 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2021.

Based on Rinet Company's 13F filing for Q3 2021, filed 12 Nov 2021.