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Sowa Financial Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Sowa Financial Group’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
Q1 		– Sell
-1,423
Closed -$98K – 143
2020
Q4 		$98K Buy
1,423
+2
+0.1% +$127 0.07% 95
2020
Q3 		$82K Buy
1,421
+2
+0.1% +$114 0.06% 98
2020
Q2 		$76K Buy
1,419
+1
+0.1% +$50 0.06% 92
2020
Q1 		$61K Sell
1,418
-856
-38% -$47.1K 0.05% 99
2019
Q4 		$136K Buy
+2,274
New +$131K 0.11% 71

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sowa Financial Group's IWR Position: Q1 2021 in Review

Sowa Financial Group sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2021, closing a stake of 1,423 shares — an estimated $98K sold.

Sowa Financial Group first reported a position in IWR in Q4 2019 and held it in 5 quarters. The position peaked at $136K in Q4 2019. 994 funds tracked by Wall St. Rank hold IWR as of Q1 2021.

  • Sowa Financial Group reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 1,423 iShares Russell Mid-Cap ETF shares in Q1 2021, an estimated $98K.
  • Sowa Financial Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and held it in 5 quarters.
  • Sowa Financial Group's iShares Russell Mid-Cap ETF position peaked at $136K in Q4 2019.
  • 994 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.