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Stewardship Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Stewardship Financial Advisors’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
Q1 		$27K Buy
+363
New +$26.2K 0.01% 79
2020
Q2 		– Sell
-60
Closed -$3K – 76
2020
Q1 		$3K Buy
+60
New +$3.3K ﹤0.01% 58

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stewardship Financial Advisors's IWR Position: Q1 2021 in Review

Stewardship Financial Advisors opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q1 2021: 363 shares worth $27K. The stake represents 0.01% of the portfolio and ranks #79 among its holdings. This is a return to the name: Stewardship Financial Advisors previously reported a position in IWR as recently as Q1 2020.

Stewardship Financial Advisors first reported a position in IWR in Q1 2020 and has held it in 2 quarters since. 994 funds tracked by Wall St. Rank hold IWR as of Q1 2021.

  • Stewardship Financial Advisors held 363 shares of iShares Russell Mid-Cap ETF worth $27K as of Q1 2021.
  • iShares Russell Mid-Cap ETF was a new Stewardship Financial Advisors position in Q1 2021.
  • iShares Russell Mid-Cap ETF made up 0.01% of Stewardship Financial Advisors's portfolio in Q1 2021, its #79 holding.
  • Stewardship Financial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2020 and has held it in 2 quarters since.
  • 994 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.