Belvedere Trading
IWR icon

Belvedere Trading’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Belvedere Trading’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 		– Sell
-9,000
Closed -$629K – 990
2023
Q1 		$629K Buy
+9,000
New +$635K ﹤0.01% 119
2021
Q1 		– Sell
-1,700
Closed -$123K – 314
2020
Q4 		$117K Buy
+1,700
New +$108K ﹤0.01% 163

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Belvedere Trading's IWR Position: Q2 2023 in Review

Belvedere Trading sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2023, closing a stake of 9,000 shares — an estimated $629K sold.

Belvedere Trading first reported a position in IWR in Q4 2020 and held it in 2 quarters. The position peaked at $629K in Q1 2023. 1,144 funds tracked by Wall St. Rank hold IWR as of Q2 2023.

  • Belvedere Trading reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Belvedere Trading sold 9,000 iShares Russell Mid-Cap ETF shares in Q2 2023, an estimated $629K.
  • Belvedere Trading first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and held it in 2 quarters.
  • Belvedere Trading's iShares Russell Mid-Cap ETF position peaked at $629K in Q1 2023.
  • 1,144 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2023.

Based on Belvedere Trading's 13F filing for Q2 2023, filed 8 Aug 2023.