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RAFFA WEALTH MANAGEMENT, LLC’s iShares Russell Mid-Cap ETF IWR Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2021
Q1 		– Sell
-596
Closed -$40.9K – 1105
2020
Q4 		$40.9K Hold
596
– – 0.01% 138
2020
Q3 		$34.2K Buy
596
+113
+23% +$6.43K 0.01% 140
2020
Q2 		$25.9K Sell
483
-528
-52% -$26.5K 0.01% 156
2020
Q1 		$43.6K Buy
1,011
+406
+67% +$22.3K 0.02% 110
2019
Q4 		$36.1K Buy
605
+12
+2% +$689 0.01% 154
2019
Q3 		$33.2K Buy
+593
New +$33.1K 0.01% 162
2019
Q2 		– Sell
-1,248
Closed -$67.3K – 1064
2019
Q1 		$67.3K Hold
1,248
– – 0.03% 100
2018
Q4 		$58K Buy
1,248
+640
+105% +$32.3K 0.02% 121
2018
Q3 		$33.5K Sell
608
-172
-22% -$9.43K 0.01% 155
2018
Q2 		$41.4K Buy
780
+132
+20% +$6.95K 0.02% 138
2018
Q1 		$33.4K Sell
648
-448
-41% -$23.6K 0.01% 141
2017
Q4 		$57K Hold
1,096
– – 0.02% 113
2017
Q3 		$54K Sell
1,096
-32
-3% -$1.54K 0.02% 120
2017
Q2 		$54.2K Buy
1,128
+456
+68% +$21.6K 0.02% 114
2017
Q1 		$31.4K Buy
+672
New +$31.1K 0.02% 122
2016
Q4 		– Sell
-116
Closed -$5.05K – 888
2016
Q3 		$5.05K Buy
+116
New +$5.03K ﹤0.01% 222
2016
Q1 		– Sell
-408
Closed -$16.3K – 856
2015
Q4 		$16.3K Hold
408
– – 0.01% 150
2015
Q3 		$15.9K Sell
408
-536
-57% -$22.2K 0.01% 148
2015
Q2 		$40.2K Sell
944
-328
-26% -$14.3K 0.02% 104
2015
Q1 		$55.1K Buy
+1,272
New +$54.1K 0.03% 74

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's IWR Position: Q1 2021 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2021, closing a stake of 596 shares — an estimated $40.9K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IWR in Q1 2015 and held it in 20 quarters. The position peaked at $67.3K in Q1 2019. 994 funds tracked by Wall St. Rank hold IWR as of Q1 2021.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 596 iShares Russell Mid-Cap ETF shares in Q1 2021, an estimated $40.9K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares Russell Mid-Cap ETF in Q1 2015 and held it in 20 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's iShares Russell Mid-Cap ETF position peaked at $67.3K in Q1 2019.
  • 994 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2021.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2021, filed 27 Jul 2026.