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Stanley-Laman Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Stanley-Laman 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
2019
Q1 		– Sell
-7,728
Closed -$359K – 264
2018
Q4 		$359K Hold
7,728
– – 0.1% 223
2018
Q3 		$426K Buy
+7,728
New +$424K 0.1% 189

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stanley-Laman Group's IWR Position: Q1 2019 in Review

Stanley-Laman Group sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2019, closing a stake of 7,728 shares — an estimated $359K sold.

Stanley-Laman Group first reported a position in IWR in Q3 2018 and held it in 2 quarters. The position peaked at $426K in Q3 2018. 757 funds tracked by Wall St. Rank hold IWR as of Q1 2019.

  • Stanley-Laman Group reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Stanley-Laman Group sold 7,728 iShares Russell Mid-Cap ETF shares in Q1 2019, an estimated $359K.
  • Stanley-Laman Group first reported a position in iShares Russell Mid-Cap ETF in Q3 2018 and held it in 2 quarters.
  • Stanley-Laman Group's iShares Russell Mid-Cap ETF position peaked at $426K in Q3 2018.
  • 757 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2019.

Based on Stanley-Laman Group's 13F filing for Q1 2019, filed 10 May 2019.