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

American Portfolios 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	$3.2M	Sell	51,439 -888	-2%	-$61.1K	0.14%	158
2022 Q2	$3.38M	Sell	52,327 -1,642	-3%	-$117K	0.14%	153
2022 Q1	$4.21M	Buy	53,969 +1,437	+3%	+$111K	0.14%	141
2021 Q4	$4.36M	Buy	52,532 +1,416	+3%	+$116K	0.15%	138
2021 Q3	$4M	Buy	51,116 +2,362	+5%	+$189K	0.15%	129
2021 Q2	$3.86M	Sell	48,754 -615	-1%	-$47.7K	0.15%	131
2021 Q1	$3.65M	Sell	49,369 -156	-0.3%	-$11.3K	0.16%	120
2020 Q4	$3.39M	Sell	49,525 -2,397	-5%	-$153K	0.17%	113
2020 Q3	$2.98M	Buy	51,922 +868	+2%	+$49.4K	0.17%	118
2020 Q2	$2.74M	Buy	51,054 +3,345	+7%	+$168K	0.18%	121
2020 Q1	$2.06M	Sell	47,709 -115	-0.2%	-$6.33K	0.17%	133
2019 Q4	$2.85M	Sell	47,824 -1,807	-4%	-$104K	0.2%	116
2019 Q3	$2.78M	Buy	49,631 +52	+0.1%	+$2.91K	0.23%	102
2019 Q2	$2.77M	Sell	49,579 -1,017	-2%	-$55.8K	0.23%	97
2019 Q1	$2.73M	Sell	50,596 -533	-1%	-$27.6K	0.26%	91
2018 Q4	$2.38M	Buy	51,129 +4,825	+10%	+$243K	0.29%	82
2018 Q3	$2.55M	Buy	46,304 +4,500	+11%	+$247K	0.29%	75
2018 Q2	$2.22M	Buy	41,804 +1,288	+3%	+$67.8K	0.3%	70
2018 Q1	$2.09M	Buy	40,516 +8	+0%	+$422	0.31%	67
2017 Q4	$2.11M	Buy	+40,508	New	+$2.06M	0.33%	62

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

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

American Portfolios Advisors's IWR Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.7% in Q3 2022, selling an estimated $61.1K and leaving 51,439 shares worth $3.2M. The position accounts for 0.14% of the portfolio, ranked #158.

American Portfolios Advisors first reported a position in IWR in Q4 2017 and has held it in 20 quarters since. The position peaked at $4.36M in Q4 2021. 1,060 funds tracked by Wall St. Rank hold IWR as of Q3 2022.

American Portfolios Advisors held 51,439 shares of iShares Russell Mid-Cap ETF worth $3.2M as of Q3 2022.
American Portfolios Advisors sold 888 iShares Russell Mid-Cap ETF shares in Q3 2022, an estimated $61.1K.
iShares Russell Mid-Cap ETF made up 0.14% of American Portfolios Advisors's portfolio in Q3 2022, its #158 holding.
American Portfolios Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's iShares Russell Mid-Cap ETF position peaked at $4.36M in Q4 2021.
1,060 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.