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Secrest Blakey & Associates’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Secrest Blakey & Associates’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
2019
Q4 		– Sell
-268
Closed -$15K – 93
2019
Q3 		$15K Hold
268
– – 0.01% 120
2019
Q2 		$15K Hold
268
– – 0.01% 115
2019
Q1 		$14K Buy
+268
New +$13.9K 0.01% 110

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Secrest Blakey & Associates's IWR Position: Q4 2019 in Review

Secrest Blakey & Associates sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2019, closing a stake of 268 shares — an estimated $15K sold.

Secrest Blakey & Associates first reported a position in IWR in Q1 2019 and held it in 3 quarters. The position peaked at $15K in Q3 2019. 886 funds tracked by Wall St. Rank hold IWR as of Q4 2019.

  • Secrest Blakey & Associates reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Secrest Blakey & Associates sold 268 iShares Russell Mid-Cap ETF shares in Q4 2019, an estimated $15K.
  • Secrest Blakey & Associates first reported a position in iShares Russell Mid-Cap ETF in Q1 2019 and held it in 3 quarters.
  • Secrest Blakey & Associates's iShares Russell Mid-Cap ETF position peaked at $15K in Q3 2019.
  • 886 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2019.

Based on Secrest Blakey & Associates's 13F filing for Q4 2019, filed 5 Feb 2020.