Vickerman & Driscoll Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Vickerman & Driscoll Financial Advisors’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 Q1	$344K	Sell	7,980 -2,073	-21%	-$114K	0.21%	58
2019 Q4	$599K	Sell	10,053 -370	-4%	-$21.2K	0.3%	51
2019 Q3	$583K	Sell	10,423 -18	-0.2%	-$1.01K	0.32%	55
2019 Q2	$583K	Sell	10,441 -322	-3%	-$17.7K	0.32%	55
2019 Q1	$581K	Sell	10,763 -211	-2%	-$10.9K	0.33%	57
2018 Q4	$510K	Sell	10,974 -10	-0.1%	-$504	0.4%	56
2018 Q3	$605K	Sell	10,984 -184	-2%	-$10.1K	0.42%	54
2018 Q2	$592K	Sell	11,168 -184	-2%	-$9.69K	0.43%	52
2018 Q1	$586K	Sell	11,352 -616	-5%	-$32.5K	0.43%	64
2017 Q4	$623K	Buy	+11,968	New	+$607K	0.49%	64

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's IWR Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 21% in Q1 2020, selling an estimated $114K and leaving 7,980 shares worth $344K. The position accounts for 0.21% of the portfolio, ranked #58.

Vickerman & Driscoll Financial Advisors first reported a position in IWR in Q4 2017 and has held it in 10 quarters since. The position peaked at $623K in Q4 2017. 812 funds tracked by Wall St. Rank hold IWR as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 7,980 shares of iShares Russell Mid-Cap ETF worth $344K as of Q1 2020.
Vickerman & Driscoll Financial Advisors sold 2,073 iShares Russell Mid-Cap ETF shares in Q1 2020, an estimated $114K.
iShares Russell Mid-Cap ETF made up 0.21% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #58 holding.
Vickerman & Driscoll Financial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and has held it in 10 quarters since.
Vickerman & Driscoll Financial Advisors's iShares Russell Mid-Cap ETF position peaked at $623K in Q4 2017.
812 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.