Shepherd Kaplan Krochuk’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Shepherd Kaplan Krochuk’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	-5,438	Closed	-$304K	–	168
2019 Q3	$304K	Hold	5,438	–	–	0.22%	114
2019 Q2	$304K	Buy	5,438 +7	+0.1%	+$384	0.21%	115
2019 Q1	$293K	Buy	5,431 +7	+0.1%	+$363	0.18%	120
2018 Q4	$252K	Sell	5,424 -4,468	-45%	-$225K	0.17%	125
2018 Q3	$545K	Buy	+9,892	New	+$542K	0.28%	83

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

Shepherd Kaplan Krochuk's IWR Position: Q4 2019 in Review

Shepherd Kaplan Krochuk sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2019, closing a stake of 5,438 shares — an estimated $304K sold.

Shepherd Kaplan Krochuk first reported a position in IWR in Q3 2018 and held it in 5 quarters. The position peaked at $545K in Q3 2018. 886 funds tracked by Wall St. Rank hold IWR as of Q4 2019.

Shepherd Kaplan Krochuk reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2019 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 5,438 iShares Russell Mid-Cap ETF shares in Q4 2019, an estimated $304K.
Shepherd Kaplan Krochuk first reported a position in iShares Russell Mid-Cap ETF in Q3 2018 and held it in 5 quarters.
Shepherd Kaplan Krochuk's iShares Russell Mid-Cap ETF position peaked at $545K in Q3 2018.
886 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2019.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2019, filed 5 Feb 2020.