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WFA of San Diego’s iShares Russell Mid-Cap ETF IWR Stock Holding History

WFA of San Diego’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 		– Sell
-3,924
Closed -$240K – 162
2020
Q2 		$240K Buy
+3,924
New +$197K 0.06% 228

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

WFA of San Diego's IWR Position: Q3 2020 in Review

WFA of San Diego sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2020, closing a stake of 3,924 shares — an estimated $240K sold.

WFA of San Diego first reported a position in IWR in Q2 2020 and held it in 1 quarter. The position peaked at $240K in Q2 2020. 837 funds tracked by Wall St. Rank hold IWR as of Q3 2020.

  • WFA of San Diego reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2020 after selling out during the quarter.
  • WFA of San Diego sold 3,924 iShares Russell Mid-Cap ETF shares in Q3 2020, an estimated $240K.
  • WFA of San Diego first reported a position in iShares Russell Mid-Cap ETF in Q2 2020 and held it in 1 quarter.
  • WFA of San Diego's iShares Russell Mid-Cap ETF position peaked at $240K in Q2 2020.
  • 837 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2020.

Based on WFA of San Diego's 13F filing for Q3 2020, filed 6 Nov 2020.