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Whitnell & Co’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Whitnell & Co’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
2019
Q4 		$127K Buy
2,124
+276
+15% +$15.8K 0.04% 169
2019
Q3 		$103K Buy
1,848
+211
+13% +$11.8K 0.03% 174
2019
Q2 		$91K Hold
1,637
– – 0.03% 167
2019
Q1 		$88K Hold
1,637
– – 0.03% 168
2018
Q4 		$76K Buy
+1,637
New +$82.6K 0.03% 169
2016
Q3 		– Sell
-1,060
Closed -$45K – 380
2016
Q2 		$45K Buy
+1,060
New +$43.8K 0.01% 194
2015
Q1 		– Sell
-180
Closed -$8K – 270
2014
Q4 		$8K Buy
+180
New +$7.31K ﹤0.01% 242

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Whitnell & Co's IWR Position: Q4 2019 in Review

Whitnell & Co increased its iShares Russell Mid-Cap ETF (IWR) stake by 15% in Q4 2019, buying an estimated $15.8K and bringing the position to 2,124 shares worth $127K. The position accounts for 0.04% of the portfolio, ranked #169.

Whitnell & Co first reported a position in IWR in Q4 2014 and has held it in 7 quarters since. 886 funds tracked by Wall St. Rank hold IWR as of Q4 2019.

  • Whitnell & Co held 2,124 shares of iShares Russell Mid-Cap ETF worth $127K as of Q4 2019.
  • Whitnell & Co bought 276 iShares Russell Mid-Cap ETF shares in Q4 2019, an estimated $15.8K.
  • iShares Russell Mid-Cap ETF made up 0.04% of Whitnell & Co's portfolio in Q4 2019, its #169 holding.
  • Whitnell & Co first reported a position in iShares Russell Mid-Cap ETF in Q4 2014 and has held it in 7 quarters since.
  • 886 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2019.

Based on Whitnell & Co's 13F filing for Q4 2019, filed 11 Feb 2020.