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Wealthstreet Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Wealthstreet Investment Advisors’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
Q2 		– Sell
-63,476
Closed -$4.69M – 211
2021
Q1 		$4.69M Buy
63,476
+972
+2% +$70.3K 0.46% 53
2020
Q4 		$4.29M Buy
62,504
+23
+0% +$1.47K 0.43% 55
2020
Q3 		$3.58M Buy
62,481
+4,028
+7% +$229K 0.4% 57
2020
Q2 		$3.13M Sell
58,453
-637
-1% -$31.9K 0.38% 63
2020
Q1 		$2.55M Sell
59,090
-1,647
-3% -$90.6K 0.38% 64
2019
Q4 		$3.62M Buy
60,737
+33,277
+121% +$1.91M 0.42% 61
2019
Q3 		$1.56M Sell
27,460
-24,299
-47% -$1.36M 0.2% 106
2019
Q2 		$2.89M Sell
51,759
-585
-1% -$32.1K 0.37% 68
2019
Q1 		$2.82M Buy
52,344
+1,500
+3% +$77.7K 0.37% 70
2018
Q4 		$2.57M Sell
50,844
-5,660
-10% -$286K 0.36% 71
2018
Q3 		$3.12M Sell
56,504
-756
-1% -$41.4K 0.38% 70
2018
Q2 		$3.04M Sell
57,260
-4,144
-7% -$218K 0.4% 67
2018
Q1 		$3.17M Sell
61,404
-1,388
-2% -$73.1K 0.4% 63
2017
Q4 		$3.27M Buy
+62,792
New +$3.19M 0.4% 64

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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Wealthstreet Investment Advisors's IWR Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2021, closing a stake of 63,476 shares — an estimated $4.69M sold.

Wealthstreet Investment Advisors first reported a position in IWR in Q4 2017 and held it in 14 quarters. The position peaked at $4.69M in Q1 2021. 1,012 funds tracked by Wall St. Rank hold IWR as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 63,476 iShares Russell Mid-Cap ETF shares in Q2 2021, an estimated $4.69M.
  • Wealthstreet Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's iShares Russell Mid-Cap ETF position peaked at $4.69M in Q1 2021.
  • 1,012 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.