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Sterling Financial Planning’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-251
Closed -$20K – 246
2021
Q3 		$20K Hold
251
– – 0.01% 262
2021
Q2 		$20K Buy
251
+1
+0.4% +$78 0.01% 256
2021
Q1 		$19K Hold
250
– – 0.01% 230
2020
Q4 		$17K Buy
+250
New +$15.9K 0.01% 226

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Sterling Financial Planning's IWR Position: Q4 2021 in Review

Sterling Financial Planning sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2021, closing a stake of 251 shares — an estimated $20K sold.

Sterling Financial Planning first reported a position in IWR in Q4 2020 and held it in 4 quarters. The position peaked at $20K in Q3 2021. 1,136 funds tracked by Wall St. Rank hold IWR as of Q4 2021.

  • Sterling Financial Planning reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 251 iShares Russell Mid-Cap ETF shares in Q4 2021, an estimated $20K.
  • Sterling Financial Planning first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's iShares Russell Mid-Cap ETF position peaked at $20K in Q3 2021.
  • 1,136 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.