W
IWR icon

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

WealthShield’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
2017
Q4 		$2K Buy
+40
New +$2.03K ﹤0.01% 213

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

WealthShield's IWR Position: Q4 2017 in Review

WealthShield opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q4 2017: 40 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #213 among its holdings.

656 funds tracked by Wall St. Rank hold IWR as of Q4 2017.

  • WealthShield held 40 shares of iShares Russell Mid-Cap ETF worth $2K as of Q4 2017.
  • iShares Russell Mid-Cap ETF was a new WealthShield position in Q4 2017.
  • iShares Russell Mid-Cap ETF made up ﹤0.01% of WealthShield's portfolio in Q4 2017, its #213 holding.
  • 656 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.