SFSG
IWR icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $1.47T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
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