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Woodard & Company Asset Management Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Woodard & Company Asset Management Group’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
-3,077
Closed -$227K – 107
2021
Q1 		$227K Buy
3,077
+8
+0.3% +$578 0.14% 76
2020
Q4 		$210K Buy
+3,069
New +$195K 0.13% 68

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Woodard & Company Asset Management Group's IWR Position: Q2 2021 in Review

Woodard & Company Asset Management Group sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2021, closing a stake of 3,077 shares — an estimated $227K sold.

Woodard & Company Asset Management Group first reported a position in IWR in Q4 2020 and held it in 2 quarters. The position peaked at $227K in Q1 2021. 1,012 funds tracked by Wall St. Rank hold IWR as of Q2 2021.

  • Woodard & Company Asset Management Group reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 3,077 iShares Russell Mid-Cap ETF shares in Q2 2021, an estimated $227K.
  • Woodard & Company Asset Management Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and held it in 2 quarters.
  • Woodard & Company Asset Management Group's iShares Russell Mid-Cap ETF position peaked at $227K in Q1 2021.
  • 1,012 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2021.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2021, filed 2 Aug 2021.