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

BBR 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
2022 Q1	–	Sell	-3,175	Closed	-$264K	–	261
2021 Q4	$264K	Buy	+3,175	New	+$261K	0.03%	170
2021 Q3	–	Sell	-4,056	Closed	-$321K	–	226
2021 Q2	$321K	Sell	4,056 -13,791	-77%	-$1.07M	0.03%	148
2021 Q1	$1.32M	Buy	+17,847	New	+$1.29M	0.11%	77
2019 Q1	–	Sell	-48,158	Closed	-$2.24M	–	141
2018 Q4	$2.24M	Buy	+48,158	New	+$2.43M	0.29%	46

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

BBR Partners's IWR Position: Q1 2022 in Review

BBR Partners sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2022, closing a stake of 3,175 shares — an estimated $264K sold.

BBR Partners first reported a position in IWR in Q4 2018 and held it in 4 quarters. The position peaked at $2.24M in Q4 2018. 1,128 funds tracked by Wall St. Rank hold IWR as of Q1 2022.

BBR Partners reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
BBR Partners sold 3,175 iShares Russell Mid-Cap ETF shares in Q1 2022, an estimated $264K.
BBR Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and held it in 4 quarters.
BBR Partners's iShares Russell Mid-Cap ETF position peaked at $2.24M in Q4 2018.
1,128 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2022.

Based on BBR Partners's 13F filing for Q1 2022, filed 16 May 2022.