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tru Independence’s iShares Russell Mid-Cap ETF IWR Stock Holding History

tru Independence’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
-5,304
Closed -$304K – 799
2020
Q3 		$304K Buy
+5,304
New +$302K 0.09% 142
2020
Q1 		– Sell
-6,784
Closed -$293K – 822
2019
Q4 		$293K Buy
+6,784
New +$389K 0.04% 214

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

tru Independence's IWR Position: Q4 2020 in Review

tru Independence sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2020, closing a stake of 5,304 shares — an estimated $304K sold.

tru Independence first reported a position in IWR in Q4 2019 and held it in 2 quarters. The position peaked at $304K in Q3 2020. 945 funds tracked by Wall St. Rank hold IWR as of Q4 2020.

  • tru Independence reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2020 after selling out during the quarter.
  • tru Independence sold 5,304 iShares Russell Mid-Cap ETF shares in Q4 2020, an estimated $304K.
  • tru Independence first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and held it in 2 quarters.
  • tru Independence's iShares Russell Mid-Cap ETF position peaked at $304K in Q3 2020.
  • 945 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2020.

Based on tru Independence's 13F filing for Q4 2020, filed 9 Mar 2021.