Sequoia Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Sequoia Wealth 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
2019 Q4	–	Sell	-5,635	Closed	-$316K	–	38
2019 Q3	$316K	Sell	5,635 -875	-13%	-$48.9K	0.65%	39
2019 Q2	$369K	Buy	6,510 +827	+15%	+$45.4K	0.35%	37
2019 Q1	$307K	Buy	5,683 +50	+0.9%	+$2.59K	0.25%	55
2018 Q4	$262K	Buy	5,633 +5	+0.1%	+$252	0.26%	51
2018 Q3	$311K	Hold	5,628	–	–	0.27%	46
2018 Q2	$299K	Hold	5,628	–	–	0.32%	47
2018 Q1	$290K	Hold	5,628	–	–	0.28%	48
2017 Q4	$300K	Buy	+5,628	New	+$286K	0.27%	43

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

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Sequoia Wealth Management's IWR Position: Q4 2019 in Review

Sequoia Wealth Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2019, closing a stake of 5,635 shares — an estimated $316K sold.

Sequoia Wealth Management first reported a position in IWR in Q4 2017 and held it in 8 quarters. The position peaked at $369K in Q2 2019. 886 funds tracked by Wall St. Rank hold IWR as of Q4 2019.

Sequoia Wealth Management reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2019 after selling out during the quarter.
Sequoia Wealth Management sold 5,635 iShares Russell Mid-Cap ETF shares in Q4 2019, an estimated $316K.
Sequoia Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and held it in 8 quarters.
Sequoia Wealth Management's iShares Russell Mid-Cap ETF position peaked at $369K in Q2 2019.
886 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.