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Wealthspire Advisors (Maryland)’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$506K Buy
8,819
+3,413
+63% +$194K 0.02% 271
2020
Q2 		$290K Buy
5,406
+646
+14% +$32.4K 0.02% 347
2020
Q1 		$205K Sell
4,760
-3,209
-40% -$177K 0.02% 385
2019
Q4 		$475K Buy
7,969
+1,445
+22% +$83K 0.03% 289
2019
Q3 		$365K Buy
6,524
+804
+14% +$44.9K 0.03% 312
2019
Q2 		$320K Hold
5,720
– – 0.02% 337
2019
Q1 		$309K Sell
5,720
-1,900
-25% -$98.4K 0.02% 350
2018
Q4 		$354K Buy
7,620
+1,900
+33% +$95.8K 0.03% 288
2018
Q3 		$315K Hold
5,720
– – 0.03% 346
2018
Q2 		$303K Hold
5,720
– – 0.03% 362
2018
Q1 		$295K Buy
5,720
+1,988
+53% +$105K 0.03% 365
2017
Q4 		$194K Sell
3,732
-3,772
-50% -$191K 0.02% 501
2017
Q3 		$370K Hold
7,504
– – 0.04% 312
2017
Q2 		$360K Buy
7,504
+84
+1% +$3.98K 0.04% 297
2017
Q1 		$347K Buy
7,420
+1,048
+16% +$48.6K 0.05% 254
2016
Q4 		$285K Hold
6,372
– – 0.04% 290
2016
Q3 		$278K Buy
6,372
+860
+16% +$37.3K 0.04% 293
2016
Q2 		$232K Hold
5,512
– – 0.04% 328
2016
Q1 		$225K Hold
5,512
– – 0.04% 327
2015
Q4 		$221K Buy
+5,512
New +$225K 0.04% 338

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
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

Wealthspire Advisors (Maryland)'s IWR Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its iShares Russell Mid-Cap ETF (IWR) stake by 63% in Q3 2020, buying an estimated $194K and bringing the position to 8,819 shares worth $506K. The position accounts for 0.02% of the portfolio, ranked #271.

Wealthspire Advisors (Maryland) first reported a position in IWR in Q4 2015 and has held it in 20 quarters since. 837 funds tracked by Wall St. Rank hold IWR as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 8,819 shares of iShares Russell Mid-Cap ETF worth $506K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 3,413 iShares Russell Mid-Cap ETF shares in Q3 2020, an estimated $194K.
  • iShares Russell Mid-Cap ETF made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #271 holding.
  • Wealthspire Advisors (Maryland) first reported a position in iShares Russell Mid-Cap ETF in Q4 2015 and has held it in 20 quarters since.
  • 837 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.