South Texas Money Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

South Texas Money 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 Q3	$2.65M	Buy	47,455 +171	+0.4%	+$9.56K	0.11%	86
2019 Q2	$2.64M	Buy	47,284 +25,589	+118%	+$1.4M	0.11%	82
2019 Q1	$1.17M	Buy	21,695 +3,469	+19%	+$180K	0.05%	108
2018 Q4	$847K	Buy	18,226 +566	+3%	+$28.6K	0.04%	118
2018 Q3	$974K	Buy	17,660 +9,816	+125%	+$538K	0.04%	123
2018 Q2	$416K	Buy	7,844 +120	+2%	+$6.32K	0.02%	161
2018 Q1	$399K	Hold	7,724	–	–	0.02%	173
2017 Q4	$402K	Buy	7,724 +3,356	+77%	+$170K	0.02%	156
2017 Q3	$215K	Hold	4,368	–	–	0.01%	198
2017 Q2	$210K	Hold	4,368	–	–	0.01%	198
2017 Q1	$204K	Buy	+4,368	New	+$202K	0.01%	228

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 $202B AUM 37.79% 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

South Texas Money Management's IWR Position: Q3 2019 in Review

South Texas Money Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.36% in Q3 2019, buying an estimated $9.56K and bringing the position to 47,455 shares worth $2.65M. The position accounts for 0.11% of the portfolio, ranked #86.

South Texas Money Management first reported a position in IWR in Q1 2017 and has held it in 11 quarters since. 765 funds tracked by Wall St. Rank hold IWR as of Q3 2019.

South Texas Money Management held 47,455 shares of iShares Russell Mid-Cap ETF worth $2.65M as of Q3 2019.
South Texas Money Management bought 171 iShares Russell Mid-Cap ETF shares in Q3 2019, an estimated $9.56K.
iShares Russell Mid-Cap ETF made up 0.11% of South Texas Money Management's portfolio in Q3 2019, its #86 holding.
South Texas Money Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2017 and has held it in 11 quarters since.
765 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2019.

Based on South Texas Money Management's 13F filing for Q3 2019, filed 13 Nov 2019.