Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
AA
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
Shares
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
$1.37T AUM
24.88%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B 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
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close