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StrongBox Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

StrongBox Wealth’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 		– Sell
-3,841
Closed -$263K – 101
2020
Q4 		$263K Hold
3,841
– – 0.17% 81
2020
Q3 		$220K Sell
3,841
-250
-6% -$14.2K 0.16% 78
2020
Q2 		$219K Buy
+4,091
New +$205K 0.2% 79

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

StrongBox Wealth's IWR Position: Q1 2021 in Review

StrongBox Wealth sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2021, closing a stake of 3,841 shares — an estimated $263K sold.

StrongBox Wealth first reported a position in IWR in Q2 2020 and held it in 3 quarters. The position peaked at $263K in Q4 2020. 994 funds tracked by Wall St. Rank hold IWR as of Q1 2021.

  • StrongBox Wealth reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • StrongBox Wealth sold 3,841 iShares Russell Mid-Cap ETF shares in Q1 2021, an estimated $263K.
  • StrongBox Wealth first reported a position in iShares Russell Mid-Cap ETF in Q2 2020 and held it in 3 quarters.
  • StrongBox Wealth's iShares Russell Mid-Cap ETF position peaked at $263K in Q4 2020.
  • 994 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2021.

Based on StrongBox Wealth's 13F filing for Q1 2021, filed 28 May 2021.