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

Wealth Quarterback’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
Q3 		$30K Buy
378
+2
+0.5% +$160 0.02% 308
2021
Q2 		$30K Buy
+376
New +$29.2K 0.02% 295
2020
Q2 		– Sell
-892
Closed -$38.5K – 437
2020
Q1 		$38.5K Sell
892
-12,371
-93% -$681K 0.04% 262
2019
Q4 		$37.2K Buy
+13,263
New +$761K 0.03% 279

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Wealth Quarterback's IWR Position: Q3 2021 in Review

Wealth Quarterback increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.53% in Q3 2021, buying an estimated $160 and bringing the position to 378 shares worth $30K. The position accounts for 0.02% of the portfolio, ranked #308.

Wealth Quarterback first reported a position in IWR in Q4 2019 and has held it in 4 quarters since. The position peaked at $38.5K in Q1 2020. 1,013 funds tracked by Wall St. Rank hold IWR as of Q3 2021.

  • Wealth Quarterback held 378 shares of iShares Russell Mid-Cap ETF worth $30K as of Q3 2021.
  • Wealth Quarterback bought 2 iShares Russell Mid-Cap ETF shares in Q3 2021, an estimated $160.
  • iShares Russell Mid-Cap ETF made up 0.02% of Wealth Quarterback's portfolio in Q3 2021, its #308 holding.
  • Wealth Quarterback first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's iShares Russell Mid-Cap ETF position peaked at $38.5K in Q1 2020.
  • 1,013 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.