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

AJ Wealth Strategies’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 Q4	–	Sell	-5,520	Closed	-$343K	–	313
2022 Q3	$343K	Hold	5,520	–	–	0.02%	223
2022 Q2	$357K	Hold	5,520	–	–	0.02%	218
2022 Q1	$431K	Hold	5,520	–	–	0.02%	212
2021 Q4	$458K	Hold	5,520	–	–	0.02%	205
2021 Q3	$432K	Buy	+5,520	New	+$442K	0.02%	203
2018 Q2	–	Sell	-4,544	Closed	-$235K	–	100
2018 Q1	$235K	Hold	4,544	–	–	0.06%	80
2017 Q4	$236K	Hold	4,544	–	–	0.06%	82
2017 Q3	$224K	Sell	4,544 -912	-17%	-$44K	0.07%	72
2017 Q2	$262K	Buy	+5,456	New	+$259K	0.1%	63

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

AJ Wealth Strategies's IWR Position: Q4 2022 in Review

AJ Wealth Strategies sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2022, closing a stake of 5,520 shares — an estimated $343K sold.

AJ Wealth Strategies first reported a position in IWR in Q2 2017 and held it in 9 quarters. The position peaked at $458K in Q4 2021. 1,140 funds tracked by Wall St. Rank hold IWR as of Q4 2022.

AJ Wealth Strategies reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
AJ Wealth Strategies sold 5,520 iShares Russell Mid-Cap ETF shares in Q4 2022, an estimated $343K.
AJ Wealth Strategies first reported a position in iShares Russell Mid-Cap ETF in Q2 2017 and held it in 9 quarters.
AJ Wealth Strategies's iShares Russell Mid-Cap ETF position peaked at $458K in Q4 2021.
1,140 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2022.

Based on AJ Wealth Strategies's 13F filing for Q4 2022, filed 25 Jan 2023.