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Abacus Planning Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Abacus Planning 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
2022
Q3 		– Sell
-6,010
Closed -$389K – 191
2022
Q2 		$389K Buy
6,010
+3
+0% +$214 0.11% 113
2022
Q1 		$469K Hold
6,007
– – 0.13% 119
2021
Q4 		$499K Buy
+6,007
New +$493K 0.13% 112

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Abacus Planning Group's IWR Position: Q3 2022 in Review

Abacus Planning Group sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2022, closing a stake of 6,010 shares — an estimated $389K sold.

Abacus Planning Group first reported a position in IWR in Q4 2021 and held it in 3 quarters. The position peaked at $499K in Q4 2021. 1,060 funds tracked by Wall St. Rank hold IWR as of Q3 2022.

  • Abacus Planning Group reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Abacus Planning Group sold 6,010 iShares Russell Mid-Cap ETF shares in Q3 2022, an estimated $389K.
  • Abacus Planning Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and held it in 3 quarters.
  • Abacus Planning Group's iShares Russell Mid-Cap ETF position peaked at $499K in Q4 2021.
  • 1,060 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2022.

Based on Abacus Planning Group's 13F filing for Q3 2022, filed 19 Oct 2022.