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USCA RIA’s iShares Russell Mid-Cap ETF IWR Stock Holding History

USCA RIA’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
-7,739
Closed -$415K – 491
2020
Q2 		$415K Buy
7,739
+99
+1% +$4.96K 0.04% 305
2020
Q1 		$330K Buy
7,640
+216
+3% +$11.9K 0.04% 314
2019
Q4 		$443K Hold
7,424
– – 0.04% 345
2019
Q3 		$415K Hold
7,424
– – 0.04% 331
2019
Q2 		$415K Hold
7,424
– – 0.04% 326
2019
Q1 		$401K Hold
7,424
– – 0.04% 307
2018
Q4 		$345K Hold
7,424
– – 0.05% 311
2018
Q3 		$409K Buy
7,424
+624
+9% +$34.2K 0.04% 336
2018
Q2 		$361K Sell
6,800
-8
-0.1% -$421 0.04% 345
2018
Q1 		$351K Hold
6,808
– – 0.04% 342
2017
Q4 		$354K Sell
6,808
-796
-10% -$40.4K 0.04% 335
2017
Q3 		$365K Hold
7,604
– – 0.05% 327
2017
Q2 		$365K Buy
7,604
+208
+3% +$9.86K 0.05% 330
2017
Q1 		$346K Buy
7,396
+804
+12% +$37.3K 0.05% 324
2016
Q4 		$295K Hold
6,592
– – 0.05% 326
2016
Q3 		$287K Sell
6,592
-72
-1% -$3.12K 0.05% 318
2016
Q2 		$280K Sell
6,664
-20
-0.3% -$826 0.05% 309
2016
Q1 		$272K Hold
6,684
– – 0.05% 293
2015
Q4 		$268K Hold
6,684
– – 0.06% 297
2015
Q3 		$260K Buy
6,684
+808
+14% +$33.5K 0.07% 286
2015
Q2 		$250K Sell
5,876
-236
-4% -$10.3K 0.07% 282
2015
Q1 		$265K Buy
6,112
+508
+9% +$21.6K 0.07% 274
2014
Q4 		$234K Buy
5,604
+428
+8% +$17.4K 0.06% 284
2014
Q3 		$205K Buy
+5,176
New +$208K 0.06% 296

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

USCA RIA's IWR Position: Q3 2020 in Review

USCA RIA sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2020, closing a stake of 7,739 shares — an estimated $415K sold.

USCA RIA first reported a position in IWR in Q3 2014 and held it in 24 quarters. The position peaked at $443K in Q4 2019. 837 funds tracked by Wall St. Rank hold IWR as of Q3 2020.

  • USCA RIA reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2020 after selling out during the quarter.
  • USCA RIA sold 7,739 iShares Russell Mid-Cap ETF shares in Q3 2020, an estimated $415K.
  • USCA RIA first reported a position in iShares Russell Mid-Cap ETF in Q3 2014 and held it in 24 quarters.
  • USCA RIA's iShares Russell Mid-Cap ETF position peaked at $443K in Q4 2019.
  • 837 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2020.

Based on USCA RIA's 13F filing for Q3 2020, filed 27 Oct 2020.