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

Stearns Financial Services 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
2020 Q3	$303K	Buy	5,281 +3,931	+291%	+$224K	0.05%	119
2020 Q2	$72K	Sell	1,350 -140	-9%	-$7.02K	0.01%	152
2020 Q1	$64K	Sell	1,490 -164	-10%	-$9.03K	0.01%	149
2019 Q4	$99K	Buy	1,654 +164	+11%	+$9.42K	0.02%	147
2019 Q3	$83K	Sell	1,490 -160	-10%	-$8.94K	0.01%	143
2019 Q2	$92K	Hold	1,650	–	–	0.02%	139
2019 Q1	$89K	Buy	1,650 +1,350	+450%	+$69.9K	0.02%	142
2018 Q4	$14K	Hold	300	–	–	﹤0.01%	161
2018 Q3	$17K	Buy	+300	New	+$16.4K	﹤0.01%	160

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stearns Financial Services Group's IWR Position: Q3 2020 in Review

Stearns Financial Services Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 291% in Q3 2020, buying an estimated $224K and bringing the position to 5,281 shares worth $303K. The position accounts for 0.05% of the portfolio, ranked #119.

Stearns Financial Services Group first reported a position in IWR in Q3 2018 and has held it in 9 quarters since. 837 funds tracked by Wall St. Rank hold IWR as of Q3 2020.

Stearns Financial Services Group held 5,281 shares of iShares Russell Mid-Cap ETF worth $303K as of Q3 2020.
Stearns Financial Services Group bought 3,931 iShares Russell Mid-Cap ETF shares in Q3 2020, an estimated $224K.
iShares Russell Mid-Cap ETF made up 0.05% of Stearns Financial Services Group's portfolio in Q3 2020, its #119 holding.
Stearns Financial Services Group first reported a position in iShares Russell Mid-Cap ETF in Q3 2018 and has held it in 9 quarters since.
837 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.