Blankinship & Foster’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Blankinship & Foster’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 Q3	–	Sell	-3,385	Closed	-$219K	–	53
2022 Q2	$219K	Sell	3,385 -73	-2%	-$5.2K	0.1%	52
2022 Q1	$270K	Buy	3,458 +39	+1%	+$3K	0.11%	46
2021 Q4	$284K	Buy	3,419 +22	+0.6%	+$1.81K	0.11%	47
2021 Q3	$266K	Hold	3,397	–	–	0.11%	47
2021 Q2	$269K	Buy	3,397 +14	+0.4%	+$1.09K	0.11%	48
2021 Q1	$250K	Hold	3,383	–	–	0.1%	50
2020 Q4	$232K	Buy	+3,383	New	+$215K	0.1%	47
2020 Q1	–	Sell	-3,925	Closed	-$234K	–	51
2019 Q4	$234K	Buy	3,925 +29	+0.7%	+$1.67K	0.13%	39
2019 Q3	$218K	Sell	3,896 -213	-5%	-$11.9K	0.13%	40
2019 Q2	$230K	Buy	4,109 +13	+0.3%	+$713	0.14%	40
2019 Q1	$221K	Buy	+4,096	New	+$212K	0.14%	43
2018 Q4	–	Sell	-4,044	Closed	-$223K	–	49
2018 Q3	$223K	Buy	4,044 +16	+0.4%	+$877	0.14%	35
2018 Q2	$214K	Hold	4,028	–	–	0.14%	31
2018 Q1	$208K	Buy	4,028 +12	+0.3%	+$632	0.14%	34
2017 Q4	$209K	Buy	+4,016	New	+$204K	0.13%	35

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Blankinship & Foster's IWR Position: Q3 2022 in Review

Blankinship & Foster sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2022, closing a stake of 3,385 shares — an estimated $219K sold.

Blankinship & Foster first reported a position in IWR in Q4 2017 and held it in 15 quarters. The position peaked at $284K in Q4 2021. 1,060 funds tracked by Wall St. Rank hold IWR as of Q3 2022.

Blankinship & Foster reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
Blankinship & Foster sold 3,385 iShares Russell Mid-Cap ETF shares in Q3 2022, an estimated $219K.
Blankinship & Foster first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and held it in 15 quarters.
Blankinship & Foster's iShares Russell Mid-Cap ETF position peaked at $284K in Q4 2021.
1,060 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2022.

Based on Blankinship & Foster's 13F filing for Q3 2022, filed 8 Nov 2022.