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Beck Mack & Oliver’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Beck Mack & Oliver’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
Q2 		– Sell
-2,600
Closed -$203K – 184
2022
Q1 		$203K Hold
2,600
– – 0.01% 181
2021
Q4 		$216K Hold
2,600
– – 0.01% 190
2021
Q3 		$203K Hold
2,600
– – 0.01% 205
2021
Q2 		$206K Buy
+2,600
New +$202K 0.01% 194
2016
Q1 		– Sell
-5,680
Closed -$227K – 292
2015
Q4 		$227K Buy
+5,680
New +$232K 0.01% 254

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beck Mack & Oliver's IWR Position: Q2 2022 in Review

Beck Mack & Oliver sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2022, closing a stake of 2,600 shares — an estimated $203K sold.

Beck Mack & Oliver first reported a position in IWR in Q4 2015 and held it in 5 quarters. The position peaked at $227K in Q4 2015. 1,078 funds tracked by Wall St. Rank hold IWR as of Q2 2022.

  • Beck Mack & Oliver reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Beck Mack & Oliver sold 2,600 iShares Russell Mid-Cap ETF shares in Q2 2022, an estimated $203K.
  • Beck Mack & Oliver first reported a position in iShares Russell Mid-Cap ETF in Q4 2015 and held it in 5 quarters.
  • Beck Mack & Oliver's iShares Russell Mid-Cap ETF position peaked at $227K in Q4 2015.
  • 1,078 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2022.

Based on Beck Mack & Oliver's 13F filing for Q2 2022, filed 12 Aug 2022.