WKWM
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Walter & Keenan Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Walter & Keenan Wealth Management’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
Q2 		– Sell
-6,517
Closed -$268K – 169
2020
Q1 		$268K Buy
+6,517
New +$359K 0.11% 94

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Walter & Keenan Wealth Management's IWR Position: Q2 2020 in Review

Walter & Keenan Wealth Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2020, closing a stake of 6,517 shares — an estimated $268K sold.

Walter & Keenan Wealth Management first reported a position in IWR in Q1 2020 and held it in 1 quarter. The position peaked at $268K in Q1 2020. 833 funds tracked by Wall St. Rank hold IWR as of Q2 2020.

  • Walter & Keenan Wealth Management reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 6,517 iShares Russell Mid-Cap ETF shares in Q2 2020, an estimated $268K.
  • Walter & Keenan Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2020 and held it in 1 quarter.
  • Walter & Keenan Wealth Management's iShares Russell Mid-Cap ETF position peaked at $268K in Q1 2020.
  • 833 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2020.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.