Tradition Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$290K Hold
5,429
0.08% 147
2020
Q1
$234K Hold
5,429
0.08% 158
2019
Q4
$323K Buy
5,429
+429
+9% +$24.6K 0.08% 158
2019
Q3
$279K Buy
+5,000
New +$280K 0.07% 167

Other funds holding IWR

Tradition Asset Management's IWR Position: Q2 2020 in Review

Tradition Asset Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2020 at 5,429 shares worth $290K. The position accounts for 0.08% of the portfolio, ranked #147.

Tradition Asset Management first reported a position in IWR in Q3 2019 and has held it in 4 quarters since. The position peaked at $323K in Q4 2019. 833 funds tracked by Wall St. Rank hold IWR as of Q2 2020.

  • Tradition Asset Management held 5,429 shares of iShares Russell Mid-Cap ETF worth $290K as of Q2 2020.
  • Tradition Asset Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2020.
  • iShares Russell Mid-Cap ETF made up 0.08% of Tradition Asset Management's portfolio in Q2 2020, its #147 holding.
  • Tradition Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2019 and has held it in 4 quarters since.
  • Tradition Asset Management's iShares Russell Mid-Cap ETF position peaked at $323K in Q4 2019.
  • 833 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2020.

Based on Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.