Winslow Evans & Crocker’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Winslow Evans & Crocker’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 Q4	$193K	Buy	+2,816	New	+$179K	0.04%	336
2017 Q1	–	Sell	-968	Closed	-$43.1K	–	1261
2016 Q4	$43.1K	Hold	968	–	–	0.01%	565
2016 Q3	$42K	Sell	968 -112	-10%	-$4.86K	0.01%	581
2016 Q2	$45.4K	Hold	1,080	–	–	0.01%	537
2016 Q1	$44K	Hold	1,080	–	–	0.01%	530
2015 Q4	$43.3K	Hold	1,080	–	–	0.01%	564
2015 Q3	$42K	Hold	1,080	–	–	0.01%	547
2015 Q2	$46K	Hold	1,080	–	–	0.01%	572
2015 Q1	$46.7K	Hold	1,080	–	–	0.01%	559
2014 Q4	$45.1K	Hold	1,080	–	–	0.01%	561
2014 Q3	$42.8K	Hold	1,080	–	–	0.01%	587
2014 Q2	$43.9K	Hold	1,080	–	–	0.01%	517
2014 Q1	$41.8K	Hold	1,080	–	–	0.01%	519
2013 Q4	$40K	Buy	+1,080	New	+$39K	0.01%	547

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Winslow Evans & Crocker's IWR Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q4 2020: 2,816 shares worth $193K. The stake represents 0.04% of the portfolio and ranks #336 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in IWR as recently as Q4 2016.

Winslow Evans & Crocker first reported a position in IWR in Q4 2013 and has held it in 14 quarters since. 945 funds tracked by Wall St. Rank hold IWR as of Q4 2020.

Winslow Evans & Crocker held 2,816 shares of iShares Russell Mid-Cap ETF worth $193K as of Q4 2020.
iShares Russell Mid-Cap ETF was a new Winslow Evans & Crocker position in Q4 2020.
iShares Russell Mid-Cap ETF made up 0.04% of Winslow Evans & Crocker's portfolio in Q4 2020, its #336 holding.
Winslow Evans & Crocker first reported a position in iShares Russell Mid-Cap ETF in Q4 2013 and has held it in 14 quarters since.
945 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.