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

AlphaMark 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
2022 Q3	–	Sell	-300	Closed	-$19K	–	710
2022 Q2	$19K	Sell	300 -16	-5%	-$1.14K	0.01%	323
2022 Q1	$25K	Sell	316 -234	-43%	-$18K	0.01%	302
2021 Q4	$46K	Hold	550	–	–	0.02%	241
2021 Q3	$43K	Hold	550	–	–	0.02%	249
2021 Q2	$44K	Hold	550	–	–	0.02%	244
2021 Q1	$41K	Hold	550	–	–	0.02%	246
2020 Q4	$38K	Hold	550	–	–	0.01%	230
2020 Q3	$32K	Hold	550	–	–	0.01%	239
2020 Q2	$29K	Hold	550	–	–	0.01%	245
2020 Q1	$24K	Hold	550	–	–	0.01%	234
2019 Q4	$33K	Hold	550	–	–	0.01%	227
2019 Q3	$31K	Buy	550 +50	+10%	+$2.79K	0.01%	231
2019 Q2	$28K	Hold	500	–	–	0.01%	247
2019 Q1	$27K	Hold	500	–	–	0.01%	237
2018 Q4	$23K	Buy	+500	New	+$25.2K	0.01%	238
2013 Q3	–	Sell	-1,020	Closed	-$33K	–	346
2013 Q2	$33K	Buy	+1,020	New	+$33.1K	0.02%	189

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

AlphaMark Advisors's IWR Position: Q3 2022 in Review

AlphaMark Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2022, closing a stake of 300 shares — an estimated $19K sold.

AlphaMark Advisors first reported a position in IWR in Q2 2013 and held it in 16 quarters. The position peaked at $46K in Q4 2021. 1,061 funds tracked by Wall St. Rank hold IWR as of Q3 2022.

AlphaMark Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
AlphaMark Advisors sold 300 iShares Russell Mid-Cap ETF shares in Q3 2022, an estimated $19K.
AlphaMark Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and held it in 16 quarters.
AlphaMark Advisors's iShares Russell Mid-Cap ETF position peaked at $46K in Q4 2021.
1,061 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2022.

Based on AlphaMark Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.