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Ahrens Investment Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$4.2K Buy
+60
New +$4.24K ﹤0.01% 793
2022
Q3 		– Sell
-60
Closed -$4K – 540
2022
Q2 		$4K Hold
60
– – ﹤0.01% 801
2022
Q1 		$5K Hold
60
– – ﹤0.01% 856
2021
Q4 		$5K Buy
+60
New +$4.92K ﹤0.01% 880

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Ahrens Investment Partners's IWR Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q1 2023: 60 shares worth $4.2K. The stake represents ﹤0.01% of the portfolio and ranks #793 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in IWR as recently as Q2 2022.

Ahrens Investment Partners first reported a position in IWR in Q4 2021 and has held it in 4 quarters since. The position peaked at $5K in Q1 2022. 1,121 funds tracked by Wall St. Rank hold IWR as of Q1 2023.

  • Ahrens Investment Partners held 60 shares of iShares Russell Mid-Cap ETF worth $4.2K as of Q1 2023.
  • iShares Russell Mid-Cap ETF was a new Ahrens Investment Partners position in Q1 2023.
  • iShares Russell Mid-Cap ETF made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #793 holding.
  • Ahrens Investment Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's iShares Russell Mid-Cap ETF position peaked at $5K in Q1 2022.
  • 1,121 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.