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Visionary Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Visionary Wealth 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
Q4 		– Sell
-23,400
Closed -$1.34M – 297
2020
Q3 		$1.34M Buy
23,400
+917
+4% +$52.2K 0.19% 107
2020
Q2 		$1.21M Sell
22,483
-804
-3% -$40.3K 0.18% 113
2020
Q1 		$1M Buy
23,287
+4,466
+24% +$246K 0.19% 99
2019
Q4 		$1.12M Buy
+18,821
New +$1.08M 0.2% 96

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

Visionary Wealth Advisors's IWR Position: Q4 2020 in Review

Visionary Wealth Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2020, closing a stake of 23,400 shares — an estimated $1.34M sold.

Visionary Wealth Advisors first reported a position in IWR in Q4 2019 and held it in 4 quarters. The position peaked at $1.34M in Q3 2020. 945 funds tracked by Wall St. Rank hold IWR as of Q4 2020.

  • Visionary Wealth Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Visionary Wealth Advisors sold 23,400 iShares Russell Mid-Cap ETF shares in Q4 2020, an estimated $1.34M.
  • Visionary Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and held it in 4 quarters.
  • Visionary Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $1.34M in Q3 2020.
  • 945 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2020.

Based on Visionary Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.