AWA
IWR icon

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

Aletheian Wealth Advisors’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 		– Sell
-17,755
Closed -$1.2M – 72
2022
Q4 		$1.2M Buy
+17,755
New +$1.2M 1.03% 26

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

Aletheian Wealth Advisors's IWR Position: Q1 2023 in Review

Aletheian Wealth Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2023, closing a stake of 17,755 shares — an estimated $1.2M sold.

Aletheian Wealth Advisors first reported a position in IWR in Q4 2022 and held it in 1 quarter. The position peaked at $1.2M in Q4 2022. 1,121 funds tracked by Wall St. Rank hold IWR as of Q1 2023.

  • Aletheian Wealth Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Aletheian Wealth Advisors sold 17,755 iShares Russell Mid-Cap ETF shares in Q1 2023, an estimated $1.2M.
  • Aletheian Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and held it in 1 quarter.
  • Aletheian Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $1.2M in Q4 2022.
  • 1,121 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2023.

Based on Aletheian Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.