Bell & Brown Wealth Advisors’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
Q2
Sell
-2,760
Closed -$215K 75
2022
Q1
$215K Buy
+2,760
New +$212K 0.1% 71

Other funds holding IWR

Bell & Brown Wealth Advisors's IWR Position: Q2 2022 in Review

Bell & Brown Wealth Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2022, closing a stake of 2,760 shares — an estimated $215K sold.

Bell & Brown Wealth Advisors first reported a position in IWR in Q1 2022 and held it in 1 quarter. The position peaked at $215K in Q1 2022. 1,078 funds tracked by Wall St. Rank hold IWR as of Q2 2022.

  • Bell & Brown Wealth Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Bell & Brown Wealth Advisors sold 2,760 iShares Russell Mid-Cap ETF shares in Q2 2022, an estimated $215K.
  • Bell & Brown Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and held it in 1 quarter.
  • Bell & Brown Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $215K in Q1 2022.
  • 1,078 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2022.

Based on Bell & Brown Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.