Verity 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
2021
Q3
Sell
-3,291
Closed -$261K 216
2021
Q2
$261K Buy
3,291
+27
+0.8% +$2.09K 0.14% 173
2021
Q1
$241K Buy
+3,264
New +$236K 0.14% 183

Other funds holding IWR

Verity Asset Management's IWR Position: Q3 2021 in Review

Verity Asset Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2021, closing a stake of 3,291 shares — an estimated $261K sold.

Verity Asset Management first reported a position in IWR in Q1 2021 and held it in 2 quarters. The position peaked at $261K in Q2 2021. 1,013 funds tracked by Wall St. Rank hold IWR as of Q3 2021.

  • Verity Asset Management reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Verity Asset Management sold 3,291 iShares Russell Mid-Cap ETF shares in Q3 2021, an estimated $261K.
  • Verity Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and held it in 2 quarters.
  • Verity Asset Management's iShares Russell Mid-Cap ETF position peaked at $261K in Q2 2021.
  • 1,013 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2021.

Based on Verity Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.