Squar Milner Financial Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-1,050	Closed	-$45K	–	460
2020 Q1	$45K	Hold	1,050	–	–	0.03%	366
2019 Q4	$62K	Buy	+1,050	New	+$60.3K	0.03%	388
2019 Q3	–	Sell	-1,050	Closed	-$59K	–	465
2019 Q2	$59K	Buy	1,050 +334	+47%	+$18.3K	0.04%	334
2019 Q1	$38K	Hold	716	–	–	0.03%	351
2018 Q4	$33K	Hold	716	–	–	0.03%	333
2018 Q3	$39K	Hold	716	–	–	0.04%	331
2018 Q2	$38K	Buy	+716	New	+$37.7K	0.03%	377

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Squar Milner Financial Services's IWR Position: Q2 2020 in Review

Squar Milner Financial Services sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2020, closing a stake of 1,050 shares — an estimated $45K sold.

Squar Milner Financial Services first reported a position in IWR in Q2 2018 and held it in 7 quarters. The position peaked at $62K in Q4 2019. 834 funds tracked by Wall St. Rank hold IWR as of Q2 2020.

Squar Milner Financial Services reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 1,050 iShares Russell Mid-Cap ETF shares in Q2 2020, an estimated $45K.
Squar Milner Financial Services first reported a position in iShares Russell Mid-Cap ETF in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's iShares Russell Mid-Cap ETF position peaked at $62K in Q4 2019.
834 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.