SFPG
IWR icon

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

Stonebridge Financial Planning 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
Q4 		– Sell
-800
Closed -$49K – 397
2020
Q3 		$49K Hold
800
– – 0.04% 190
2020
Q2 		$43K Hold
800
– – 0.04% 193
2020
Q1 		$37K Hold
800
– – 0.04% 192
2019
Q4 		$48K Buy
+800
New +$45.9K 0.04% 175

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
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
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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stonebridge Financial Planning Group's IWR Position: Q4 2020 in Review

Stonebridge Financial Planning Group sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2020, closing a stake of 800 shares — an estimated $49K sold.

Stonebridge Financial Planning Group first reported a position in IWR in Q4 2019 and held it in 4 quarters. The position peaked at $49K in Q3 2020. 945 funds tracked by Wall St. Rank hold IWR as of Q4 2020.

  • Stonebridge Financial Planning Group reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 800 iShares Russell Mid-Cap ETF shares in Q4 2020, an estimated $49K.
  • Stonebridge Financial Planning Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and held it in 4 quarters.
  • Stonebridge Financial Planning Group's iShares Russell Mid-Cap ETF position peaked at $49K in Q3 2020.
  • 945 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q4 2020, filed 27 Jan 2021.