Accredited Investors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Accredited Investors’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 Q2	–	Sell	-1,581	Closed	-$123K	–	183
2022 Q1	$123K	Sell	1,581 -2,360	-60%	-$182K	0.01%	177
2021 Q4	$327K	Hold	3,941	–	–	0.03%	142
2021 Q3	$308K	Hold	3,941	–	–	0.03%	131
2021 Q2	$312K	Hold	3,941	–	–	0.03%	130
2021 Q1	$291K	Hold	3,941	–	–	0.04%	129
2020 Q4	$270K	Hold	3,941	–	–	0.05%	124
2020 Q3	$226K	Hold	3,941	–	–	0.05%	123
2020 Q2	$211K	Buy	+3,941	New	+$198K	0.04%	121
2020 Q1	–	Sell	-3,490	Closed	-$208K	–	139
2019 Q4	$208K	Buy	+3,490	New	+$200K	0.04%	138
2019 Q3	–	Sell	-4,021	Closed	-$225K	–	138
2019 Q2	$225K	Hold	4,021	–	–	0.04%	123
2019 Q1	$217K	Buy	+4,021	New	+$208K	0.04%	127
2018 Q4	–	Sell	-3,792	Closed	-$209K	–	132
2018 Q3	$209K	Buy	+3,792	New	+$208K	0.05%	121

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Accredited Investors's IWR Position: Q2 2022 in Review

Accredited Investors sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2022, closing a stake of 1,581 shares — an estimated $123K sold.

Accredited Investors first reported a position in IWR in Q3 2018 and held it in 12 quarters. The position peaked at $327K in Q4 2021. 1,078 funds tracked by Wall St. Rank hold IWR as of Q2 2022.

Accredited Investors reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
Accredited Investors sold 1,581 iShares Russell Mid-Cap ETF shares in Q2 2022, an estimated $123K.
Accredited Investors first reported a position in iShares Russell Mid-Cap ETF in Q3 2018 and held it in 12 quarters.
Accredited Investors's iShares Russell Mid-Cap ETF position peaked at $327K in Q4 2021.
1,078 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2022.

Based on Accredited Investors's 13F filing for Q2 2022, filed 21 Jul 2022.