Sonora Investment Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Sonora Investment 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
2021 Q3	$25K	Buy	320 +174	+119%	+$13.9K	﹤0.01%	573
2021 Q2	$12K	Sell	146 -1,929	-93%	-$150K	﹤0.01%	679
2021 Q1	$153K	Buy	+2,075	New	+$150K	0.01%	331
2020 Q2	–	Sell	-145	Closed	-$6K	–	1826
2020 Q1	$6K	Hold	145	–	–	﹤0.01%	1212
2019 Q4	$9K	Hold	145	–	–	﹤0.01%	1268
2019 Q3	$8K	Hold	145	–	–	﹤0.01%	1281
2019 Q2	$8K	Buy	+145	New	+$7.96K	﹤0.01%	1259

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Sonora Investment Management's IWR Position: Q3 2021 in Review

Sonora Investment Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 119% in Q3 2021, buying an estimated $13.9K and bringing the position to 320 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Sonora Investment Management first reported a position in IWR in Q2 2019 and has held it in 7 quarters since. The position peaked at $153K in Q1 2021. 1,013 funds tracked by Wall St. Rank hold IWR as of Q3 2021.

Sonora Investment Management held 320 shares of iShares Russell Mid-Cap ETF worth $25K as of Q3 2021.
Sonora Investment Management bought 174 iShares Russell Mid-Cap ETF shares in Q3 2021, an estimated $13.9K.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #573 holding.
Sonora Investment Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2019 and has held it in 7 quarters since.
Sonora Investment Management's iShares Russell Mid-Cap ETF position peaked at $153K in Q1 2021.
1,013 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.