TA
IWR icon

Townsend & Associates’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Townsend & Associates’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
Q3 		– Sell
-32,097
Closed -$1.72M – 72
2020
Q2 		$1.72M Buy
32,097
+7,282
+29% +$365K 1.45% 25
2020
Q1 		$1.1M Buy
24,815
+2,693
+12% +$148K 1.14% 50
2019
Q4 		$1.32M Buy
22,122
+1,224
+6% +$70.3K 1.16% 51
2019
Q3 		$1.13M Buy
+20,898
New +$1.17M 1.08% 53

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
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

Townsend & Associates's IWR Position: Q3 2020 in Review

Townsend & Associates sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2020, closing a stake of 32,097 shares — an estimated $1.72M sold.

Townsend & Associates first reported a position in IWR in Q3 2019 and held it in 4 quarters. The position peaked at $1.72M in Q2 2020. 838 funds tracked by Wall St. Rank hold IWR as of Q3 2020.

  • Townsend & Associates reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Townsend & Associates sold 32,097 iShares Russell Mid-Cap ETF shares in Q3 2020, an estimated $1.72M.
  • Townsend & Associates first reported a position in iShares Russell Mid-Cap ETF in Q3 2019 and held it in 4 quarters.
  • Townsend & Associates's iShares Russell Mid-Cap ETF position peaked at $1.72M in Q2 2020.
  • 838 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2020.

Based on Townsend & Associates's 13F filing for Q3 2020, filed 13 Oct 2020.