Seizert Capital Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Seizert Capital Partners’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 Q1	–	Sell	-14,350	Closed	-$856K	–	212
2019 Q4	$856K	Buy	14,350 +4,937	+52%	+$283K	0.04%	138
2019 Q3	$527K	Sell	9,413 -452	-5%	-$25.3K	0.03%	141
2019 Q2	$551K	Buy	9,865 +748	+8%	+$41K	0.03%	144
2019 Q1	$492K	Sell	9,117 -70,267	-89%	-$3.64M	0.02%	159
2018 Q4	$3.69M	Buy	79,384 +69,492	+703%	+$3.51M	0.17%	68
2018 Q3	$545K	Sell	9,892 -3,152	-24%	-$173K	0.02%	157
2018 Q2	$673K	Hold	13,044	–	–	0.02%	142
2018 Q1	$673K	Sell	13,044 -41,880	-76%	-$2.21M	0.02%	142
2017 Q4	$2.86M	Buy	54,924 +41,880	+321%	+$2.13M	0.1%	89
2017 Q3	$643K	Sell	13,044 -144	-1%	-$6.95K	0.02%	143
2017 Q2	$633K	Sell	13,188 -620	-4%	-$29.4K	0.02%	145
2017 Q1	$646K	Sell	13,808 -5,236	-27%	-$243K	0.02%	151
2016 Q4	$852K	Buy	19,044 +5,152	+37%	+$225K	0.03%	142
2016 Q3	$605K	Hold	13,892	–	–	0.02%	149
2016 Q2	$584K	Sell	13,892 -5,008	-26%	-$207K	0.02%	150
2016 Q1	$770K	Sell	18,900 -334,800	-95%	-$12.7M	0.03%	155
2015 Q4	$14.2M	Buy	+353,700	New	+$14.4M	0.44%	63
2015 Q1	–	Sell	-54,972	Closed	-$2.3M	–	216
2014 Q4	$2.3M	Buy	+54,972	New	+$2.23M	0.05%	139

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Seizert Capital Partners's IWR Position: Q1 2020 in Review

Seizert Capital Partners sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2020, closing a stake of 14,350 shares — an estimated $856K sold.

Seizert Capital Partners first reported a position in IWR in Q4 2014 and held it in 18 quarters. The position peaked at $14.2M in Q4 2015. 811 funds tracked by Wall St. Rank hold IWR as of Q1 2020.

Seizert Capital Partners reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
Seizert Capital Partners sold 14,350 iShares Russell Mid-Cap ETF shares in Q1 2020, an estimated $856K.
Seizert Capital Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2014 and held it in 18 quarters.
Seizert Capital Partners's iShares Russell Mid-Cap ETF position peaked at $14.2M in Q4 2015.
811 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2020.

Based on Seizert Capital Partners's 13F filing for Q1 2020, filed 5 May 2020.