Royal Fund Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Royal Fund 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 Q2	–	Sell	-64	Closed	-$2K	–	356
2020 Q1	$2K	Hold	64	–	–	﹤0.01%	499
2019 Q4	$3K	Hold	64	–	–	﹤0.01%	521
2019 Q3	$3K	Hold	64	–	–	﹤0.01%	496
2019 Q2	$3K	Hold	64	–	–	﹤0.01%	472
2019 Q1	$3K	Hold	64	–	–	﹤0.01%	476
2018 Q4	$2K	Hold	64	–	–	﹤0.01%	484
2018 Q3	$3K	Buy	+64	New	+$3.51K	﹤0.01%	432

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

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

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

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

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

Royal Fund Management's IWR Position: Q2 2020 in Review

Royal Fund Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2020, closing a stake of 64 shares — an estimated $2K sold.

Royal Fund Management first reported a position in IWR in Q3 2018 and held it in 7 quarters. The position peaked at $3K in Q4 2019. 833 funds tracked by Wall St. Rank hold IWR as of Q2 2020.

Royal Fund Management reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
Royal Fund Management sold 64 iShares Russell Mid-Cap ETF shares in Q2 2020, an estimated $2K.
Royal Fund Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2018 and held it in 7 quarters.
Royal Fund Management's iShares Russell Mid-Cap ETF position peaked at $3K in Q4 2019.
833 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2020.

Based on Royal Fund Management's 13F filing for Q2 2020, filed 6 Aug 2020.