Smith Shellnut Wilson’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Smith Shellnut Wilson’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 Q2	–	Sell	-9,580	Closed	-$517K	–	134
2019 Q1	$517K	Hold	9,580	–	–	0.41%	49
2018 Q4	$445K	Hold	9,580	–	–	0.48%	42
2018 Q3	$528K	Buy	+9,580	New	+$525K	0.47%	39
2018 Q1	$3.28M	Buy	63,472 +460	+0.7%	+$24.2K	2.82%	10
2017 Q4	$3.28M	Hold	63,012	–	–	2.77%	9
2017 Q3	$3.11M	Buy	+63,012	New	+$3.04M	2.74%	9

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Smith Shellnut Wilson's IWR Position: Q2 2019 in Review

Smith Shellnut Wilson sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2019, closing a stake of 9,580 shares — an estimated $517K sold.

Smith Shellnut Wilson first reported a position in IWR in Q3 2017 and held it in 6 quarters. The position peaked at $3.28M in Q4 2017. 761 funds tracked by Wall St. Rank hold IWR as of Q2 2019.

Smith Shellnut Wilson reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2019 after selling out during the quarter.
Smith Shellnut Wilson sold 9,580 iShares Russell Mid-Cap ETF shares in Q2 2019, an estimated $517K.
Smith Shellnut Wilson first reported a position in iShares Russell Mid-Cap ETF in Q3 2017 and held it in 6 quarters.
Smith Shellnut Wilson's iShares Russell Mid-Cap ETF position peaked at $3.28M in Q4 2017.
761 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2019.

Based on Smith Shellnut Wilson's 13F filing for Q2 2019, filed 14 Aug 2019.