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

Align Wealth Management’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	$24.8K	Buy	+399	New	+$26.9K	0.02%	102

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Align Wealth Management's IWR Position: Q4 2022 in Review

Align Wealth Management opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q4 2022: 399 shares worth $24.8K. The stake represents 0.02% of the portfolio and ranks #102 among its holdings.

1,141 funds tracked by Wall St. Rank hold IWR as of Q4 2022.

Align Wealth Management held 399 shares of iShares Russell Mid-Cap ETF worth $24.8K as of Q4 2022.
iShares Russell Mid-Cap ETF was a new Align Wealth Management position in Q4 2022.
iShares Russell Mid-Cap ETF made up 0.02% of Align Wealth Management's portfolio in Q4 2022, its #102 holding.
1,141 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.