American Research & Management Company’s iShares Russell Mid-Cap ETF IWR Stock Holding History

American Research & Management Company’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	$137K	Hold	2,200	–	–	0.04%	133
2022 Q2	$142K	Hold	2,200	–	–	0.04%	142
2022 Q1	$172K	Sell	2,200 -427	-16%	-$32.9K	0.04%	136
2021 Q4	$218K	Buy	2,627 +67	+3%	+$5.5K	0.05%	130
2021 Q3	$200K	Hold	2,560	–	–	0.05%	128
2021 Q2	$203K	Hold	2,560	–	–	0.05%	128
2021 Q1	$189K	Hold	2,560	–	–	0.05%	128
2020 Q4	$175K	Hold	2,560	–	–	0.05%	133
2020 Q3	$147K	Hold	2,560	–	–	0.04%	125
2020 Q2	$137K	Hold	2,560	–	–	0.04%	135
2020 Q1	$111K	Sell	2,560 -300	-10%	-$16.5K	0.04%	136
2019 Q4	$171K	Hold	2,860	–	–	0.05%	132
2019 Q3	$160K	Hold	2,860	–	–	0.05%	138
2019 Q2	$160K	Hold	2,860	–	–	0.05%	140
2019 Q1	$154K	Hold	2,860	–	–	0.04%	145
2018 Q4	$133K	Hold	2,860	–	–	0.04%	135
2018 Q3	$158K	Hold	2,860	–	–	0.05%	132
2018 Q2	$152K	Hold	2,860	–	–	0.05%	117
2018 Q1	$148K	Sell	2,860 -2,864	-50%	-$151K	0.05%	128
2017 Q4	$298K	Buy	+5,724	New	+$291K	0.09%	111
2016 Q4	–	Sell	-300	Closed	-$13K	–	353
2016 Q3	$13K	Hold	300	–	–	﹤0.01%	264
2016 Q2	$13K	Hold	300	–	–	0.01%	254
2016 Q1	$12K	Hold	300	–	–	0.01%	259
2015 Q4	$12K	Hold	300	–	–	0.01%	262
2015 Q3	$12K	Sell	300 -300	-50%	-$12.4K	0.01%	264
2015 Q2	$26K	Hold	600	–	–	0.01%	224
2015 Q1	$26K	Hold	600	–	–	0.01%	220
2014 Q4	$25K	Hold	600	–	–	0.01%	217
2014 Q3	$24K	Hold	600	–	–	0.01%	223
2014 Q2	$24K	Hold	600	–	–	0.01%	226
2014 Q1	$23K	Hold	600	–	–	0.01%	233
2013 Q4	$22K	Hold	600	–	–	0.01%	236
2013 Q3	$21K	Hold	600	–	–	0.01%	238
2013 Q2	$19K	Buy	+600	New	+$19.4K	0.01%	234

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

American Research & Management Company's IWR Position: Q3 2022 in Review

American Research & Management Company held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2022 at 2,200 shares worth $137K. The position accounts for 0.04% of the portfolio, ranked #133.

American Research & Management Company first reported a position in IWR in Q2 2013 and has held it in 34 quarters since. The position peaked at $298K in Q4 2017. 1,060 funds tracked by Wall St. Rank hold IWR as of Q3 2022.

American Research & Management Company held 2,200 shares of iShares Russell Mid-Cap ETF worth $137K as of Q3 2022.
American Research & Management Company left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2022.
iShares Russell Mid-Cap ETF made up 0.04% of American Research & Management Company's portfolio in Q3 2022, its #133 holding.
American Research & Management Company first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 34 quarters since.
American Research & Management Company's iShares Russell Mid-Cap ETF position peaked at $298K in Q4 2017.
1,060 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2022.

Based on American Research & Management Company's 13F filing for Q3 2022, filed 7 Oct 2022.