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Spectrum Financial Alliance’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Spectrum Financial Alliance’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
2018
Q2 		– Sell
-196
Closed -$10K – 121
2018
Q1 		$10K Buy
+196
New +$10.3K 0.01% 70

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Spectrum Financial Alliance's IWR Position: Q2 2018 in Review

Spectrum Financial Alliance sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2018, closing a stake of 196 shares — an estimated $10K sold.

Spectrum Financial Alliance first reported a position in IWR in Q1 2018 and held it in 1 quarter. The position peaked at $10K in Q1 2018. 670 funds tracked by Wall St. Rank hold IWR as of Q2 2018.

  • Spectrum Financial Alliance reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2018 after selling out during the quarter.
  • Spectrum Financial Alliance sold 196 iShares Russell Mid-Cap ETF shares in Q2 2018, an estimated $10K.
  • Spectrum Financial Alliance first reported a position in iShares Russell Mid-Cap ETF in Q1 2018 and held it in 1 quarter.
  • Spectrum Financial Alliance's iShares Russell Mid-Cap ETF position peaked at $10K in Q1 2018.
  • 670 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2018.

Based on Spectrum Financial Alliance's 13F filing for Q2 2018, filed 15 Aug 2018.