BDO Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

BDO Wealth 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
2023 Q2	$404K	Buy	5,535 +30	+0.5%	+$2.09K	0.05%	194
2023 Q1	$385K	Hold	5,505	–	–	0.05%	186
2022 Q4	$371K	Sell	5,505 -272	-5%	-$18.3K	0.05%	198
2022 Q3	$359K	Sell	5,777 -140	-2%	-$9.63K	0.05%	199
2022 Q2	$383K	Buy	5,917 +100	+2%	+$7.12K	0.05%	196
2022 Q1	$454K	Sell	5,817 -190	-3%	-$14.6K	0.05%	192
2021 Q4	$499K	Buy	6,007 +1,119	+23%	+$91.8K	0.05%	186
2021 Q3	$382K	Hold	4,888	–	–	0.04%	208
2021 Q2	$387K	Hold	4,888	–	–	0.04%	217
2021 Q1	$361K	Hold	4,888	–	–	0.04%	211
2020 Q4	$335K	Hold	4,888	–	–	0.05%	180
2020 Q3	$280K	Hold	4,888	–	–	0.05%	186
2020 Q2	$262K	Sell	4,888 -80	-2%	-$4.01K	0.05%	191
2020 Q1	$214K	Hold	4,968	–	–	0.04%	199
2019 Q4	$296K	Hold	4,968	–	–	0.08%	155
2019 Q3	$278K	Hold	4,968	–	–	0.07%	162
2019 Q2	$278K	Hold	4,968	–	–	0.08%	154
2019 Q1	$268K	Hold	4,968	–	–	0.08%	150
2018 Q4	$231K	Sell	4,968 -40	-0.8%	-$2.02K	0.08%	138
2018 Q3	$276K	Hold	5,008	–	–	0.09%	128
2018 Q2	$266K	Buy	5,008 +2,688	+116%	+$142K	0.09%	129
2018 Q1	$120K	Sell	2,320 -20	-0.9%	-$1.05K	0.05%	168
2017 Q4	$122K	Hold	2,340	–	–	0.05%	139
2017 Q3	$115K	Hold	2,340	–	–	0.06%	132
2017 Q2	$112K	Buy	+2,340	New	+$111K	0.05%	163

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BDO Wealth Advisors's IWR Position: Q2 2023 in Review

BDO Wealth Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.54% in Q2 2023, buying an estimated $2.09K and bringing the position to 5,535 shares worth $404K. The position accounts for 0.05% of the portfolio, ranked #194.

BDO Wealth Advisors first reported a position in IWR in Q2 2017 and has held it in 25 quarters since. The position peaked at $499K in Q4 2021. 1,144 funds tracked by Wall St. Rank hold IWR as of Q2 2023.

BDO Wealth Advisors held 5,535 shares of iShares Russell Mid-Cap ETF worth $404K as of Q2 2023.
BDO Wealth Advisors bought 30 iShares Russell Mid-Cap ETF shares in Q2 2023, an estimated $2.09K.
iShares Russell Mid-Cap ETF made up 0.05% of BDO Wealth Advisors's portfolio in Q2 2023, its #194 holding.
BDO Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $499K in Q4 2021.
1,144 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.