Arcus Capital Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Arcus Capital Partners’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
2023 Q1	–	Sell	-196	Closed	-$13.2K	–	229
2022 Q4	$13.2K	Buy	+196	New	+$13.2K	0.01%	249
2022 Q3	–	Sell	-12,569	Closed	-$813K	–	107
2022 Q2	$813K	Buy	12,569 +149	+1%	+$10.6K	0.36%	40
2022 Q1	$969K	Sell	12,420 -289	-2%	-$22.2K	0.34%	39
2021 Q4	$1.05M	Buy	+12,709	New	+$1.04M	0.36%	35

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

Arcus Capital Partners's IWR Position: Q1 2023 in Review

Arcus Capital Partners sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2023, closing a stake of 196 shares — an estimated $13.2K sold.

Arcus Capital Partners first reported a position in IWR in Q4 2021 and held it in 4 quarters. The position peaked at $1.05M in Q4 2021. 1,121 funds tracked by Wall St. Rank hold IWR as of Q1 2023.

Arcus Capital Partners reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
Arcus Capital Partners sold 196 iShares Russell Mid-Cap ETF shares in Q1 2023, an estimated $13.2K.
Arcus Capital Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and held it in 4 quarters.
Arcus Capital Partners's iShares Russell Mid-Cap ETF position peaked at $1.05M in Q4 2021.
1,121 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2023.

Based on Arcus Capital Partners's 13F filing for Q1 2023, filed 9 May 2023.