Question 1

How many shares of IWR does CLIFFORD SWAN INVESTMENT COUNSEL LLC own?

Accepted Answer

CLIFFORD SWAN INVESTMENT COUNSEL LLC previously held 0 shares of IWR (ISHARES RUSSELL MIDCAP INDEX FUND) before exiting the position in 2021-Q2.

Question 2

What is CLIFFORD SWAN INVESTMENT COUNSEL LLC's IWR position worth?

Accepted Answer

CLIFFORD SWAN INVESTMENT COUNSEL LLC's IWR position was last reported at $0 in 2021-Q2 before the exit.

Question 3

Is CLIFFORD SWAN INVESTMENT COUNSEL LLC buying or selling IWR?

Accepted Answer

In 2021-Q2, CLIFFORD SWAN INVESTMENT COUNSEL LLC exited their IWR position entirely (-100.0% change in shares).

Question 4

When did CLIFFORD SWAN INVESTMENT COUNSEL LLC first buy IWR?

Accepted Answer

Based on available 13F filings, CLIFFORD SWAN INVESTMENT COUNSEL LLC first reported a position in IWR in 2020-Q1. They have held the position across 6 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2021-Q2 Latest	Exited	0	-100.0%	$0	0.0%	$74.46	0
2021-Q1	Decreased	5,548	-5.1%	$410,000	0.0%	$69.06	0
2020-Q4	Unchanged	5,846	0.0%	$401,000	0.0%	$63.86	0
2020-Q3	Increased	5,846	+19.8%	$335,000	0.0%	$53.18	28
2020-Q2	Decreased	4,879	-3.9%	$262,000	0.0%	$49.01	0
2020-Q1	New	5,079	-	$219,000	0.0%	$40.66	32

IWR6 quarters

IWR
6 quarters