ACG Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

ACG Wealth’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	-589	Closed	-$38K	–	625
2022 Q2	$38K	Buy	+589	New	+$41.9K	0.01%	477

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

ACG Wealth's IWR Position: Q3 2022 in Review

ACG Wealth sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2022, closing a stake of 589 shares — an estimated $38K sold.

ACG Wealth first reported a position in IWR in Q2 2022 and held it in 1 quarter. The position peaked at $38K in Q2 2022. 1,060 funds tracked by Wall St. Rank hold IWR as of Q3 2022.

ACG Wealth reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 589 iShares Russell Mid-Cap ETF shares in Q3 2022, an estimated $38K.
ACG Wealth first reported a position in iShares Russell Mid-Cap ETF in Q2 2022 and held it in 1 quarter.
ACG Wealth's iShares Russell Mid-Cap ETF position peaked at $38K in Q2 2022.
1,060 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.