Advanced Research Investment Solutions’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Advanced Research Investment Solutions’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 Q1	–	Sell	-2,533	Closed	-$210K	–	226
2021 Q4	$210K	Hold	2,533	–	–	0.08%	47
2021 Q3	$198K	Hold	2,533	–	–	0.1%	29
2021 Q2	$201K	Hold	2,533	–	–	0.18%	19
2021 Q1	$187K	Hold	2,533	–	–	0.22%	15
2020 Q4	$174K	Buy	+2,533	New	+$161K	0.26%	11

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Advanced Research Investment Solutions's IWR Position: Q1 2022 in Review

Advanced Research Investment Solutions sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2022, closing a stake of 2,533 shares — an estimated $210K sold.

Advanced Research Investment Solutions first reported a position in IWR in Q4 2020 and held it in 5 quarters. The position peaked at $210K in Q4 2021. 1,128 funds tracked by Wall St. Rank hold IWR as of Q1 2022.

Advanced Research Investment Solutions reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
Advanced Research Investment Solutions sold 2,533 iShares Russell Mid-Cap ETF shares in Q1 2022, an estimated $210K.
Advanced Research Investment Solutions first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and held it in 5 quarters.
Advanced Research Investment Solutions's iShares Russell Mid-Cap ETF position peaked at $210K in Q4 2021.
1,128 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q1 2022, filed 10 May 2022.