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Wealth & Pension Services Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Wealth & Pension Services Group’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
2019
Q3 		$676K Sell
12,080
-468
-4% -$26.2K 0.49% 60
2019
Q2 		$701K Sell
12,548
-96
-0.8% -$5.27K 0.51% 54
2019
Q1 		$682K Hold
12,644
– – 0.53% 54
2018
Q4 		$588K Buy
+12,644
New +$638K 0.53% 54

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Wealth & Pension Services Group's IWR Position: Q3 2019 in Review

Wealth & Pension Services Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3.7% in Q3 2019, selling an estimated $26.2K and leaving 12,080 shares worth $676K. The position accounts for 0.49% of the portfolio, ranked #60.

Wealth & Pension Services Group first reported a position in IWR in Q4 2018 and has held it in 4 quarters since. The position peaked at $701K in Q2 2019. 764 funds tracked by Wall St. Rank hold IWR as of Q3 2019.

  • Wealth & Pension Services Group held 12,080 shares of iShares Russell Mid-Cap ETF worth $676K as of Q3 2019.
  • Wealth & Pension Services Group sold 468 iShares Russell Mid-Cap ETF shares in Q3 2019, an estimated $26.2K.
  • iShares Russell Mid-Cap ETF made up 0.49% of Wealth & Pension Services Group's portfolio in Q3 2019, its #60 holding.
  • Wealth & Pension Services Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 4 quarters since.
  • Wealth & Pension Services Group's iShares Russell Mid-Cap ETF position peaked at $701K in Q2 2019.
  • 764 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.