Bank of the West’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$451K Sell
6,685
-2,350
-26% -$158K 0.05% 175
2022
Q3
$562K Buy
9,035
+2,700
+43% +$186K 0.07% 151
2022
Q2
$410K Sell
6,335
-638
-9% -$45.4K 0.05% 170
2022
Q1
$544K Buy
6,973
+238
+4% +$18.3K 0.06% 158
2021
Q4
$559K Buy
6,735
+1,985
+42% +$163K 0.05% 161
2021
Q3
$372K Hold
4,750
0.04% 184
2021
Q2
$376K Hold
4,750
0.04% 185
2021
Q1
$351K Hold
4,750
0.04% 185
2020
Q4
$326K Buy
+4,750
New +$303K 0.04% 183

Other funds holding IWR

Bank of the West's IWR Position: Q4 2022 in Review

Bank of the West reduced its iShares Russell Mid-Cap ETF (IWR) stake by 26% in Q4 2022, selling an estimated $158K and leaving 6,685 shares worth $451K. The position accounts for 0.05% of the portfolio, ranked #175.

Bank of the West first reported a position in IWR in Q4 2020 and has held it in 9 quarters since. The position peaked at $562K in Q3 2022. 1,140 funds tracked by Wall St. Rank hold IWR as of Q4 2022.

  • Bank of the West held 6,685 shares of iShares Russell Mid-Cap ETF worth $451K as of Q4 2022.
  • Bank of the West sold 2,350 iShares Russell Mid-Cap ETF shares in Q4 2022, an estimated $158K.
  • iShares Russell Mid-Cap ETF made up 0.05% of Bank of the West's portfolio in Q4 2022, its #175 holding.
  • Bank of the West first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 9 quarters since.
  • Bank of the West's iShares Russell Mid-Cap ETF position peaked at $562K in Q3 2022.
  • 1,140 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2022.

Based on Bank of the West's 13F filing for Q4 2022, filed 1 Feb 2023.