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TI-Trust’s iShares Russell Mid-Cap ETF IWR Stock Holding History

TI-Trust’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
2019
Q4 		$6K Buy
+100
New +$5.74K 0.01% 299

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
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TI-Trust's IWR Position: Q4 2019 in Review

TI-Trust opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q4 2019: 100 shares worth $6K. The stake represents 0.01% of the portfolio and ranks #299 among its holdings.

886 funds tracked by Wall St. Rank hold IWR as of Q4 2019.

  • TI-Trust held 100 shares of iShares Russell Mid-Cap ETF worth $6K as of Q4 2019.
  • iShares Russell Mid-Cap ETF was a new TI-Trust position in Q4 2019.
  • iShares Russell Mid-Cap ETF made up 0.01% of TI-Trust's portfolio in Q4 2019, its #299 holding.
  • 886 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2019.

Based on TI-Trust's 13F filing for Q4 2019, filed 7 Feb 2020.