Bray Capital Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bray Capital 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
2022 Q2	–	Sell	-100	Closed	-$8K	–	275
2022 Q1	$8K	Hold	100	–	–	﹤0.01%	254
2021 Q4	$8K	Hold	100	–	–	﹤0.01%	249
2021 Q3	$8K	Hold	100	–	–	﹤0.01%	247
2021 Q2	$8K	Hold	100	–	–	﹤0.01%	245
2021 Q1	$7K	Hold	100	–	–	﹤0.01%	249
2020 Q4	$7K	Hold	100	–	–	﹤0.01%	248
2020 Q3	$6K	Hold	100	–	–	﹤0.01%	241
2020 Q2	$5K	Sell	100 -140	-58%	-$7.02K	﹤0.01%	245
2020 Q1	$10K	Hold	240	–	–	﹤0.01%	233
2019 Q4	$14K	Hold	240	–	–	0.01%	232
2019 Q3	$13K	Hold	240	–	–	0.01%	241
2019 Q2	$13K	Sell	240 -236	-50%	-$12.9K	0.01%	249
2019 Q1	$26K	Hold	476	–	–	0.01%	220
2018 Q4	$22K	Hold	476	–	–	0.01%	231
2018 Q3	$26K	Sell	476 -580	-55%	-$31.8K	0.01%	225
2018 Q2	$56K	Hold	1,056	–	–	0.03%	200
2018 Q1	$55K	Buy	+1,056	New	+$55.6K	0.03%	200
2015 Q4	–	Sell	-2,376	Closed	-$92K	–	219
2015 Q3	$92K	Sell	2,376 -540	-19%	-$22.4K	0.06%	168
2015 Q2	$124K	Buy	+2,916	New	+$127K	0.07%	155

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

Bray Capital Advisors's IWR Position: Q2 2022 in Review

Bray Capital Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2022, closing a stake of 100 shares — an estimated $8K sold.

Bray Capital Advisors first reported a position in IWR in Q2 2015 and held it in 19 quarters. The position peaked at $124K in Q2 2015. 1,078 funds tracked by Wall St. Rank hold IWR as of Q2 2022.

Bray Capital Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
Bray Capital Advisors sold 100 iShares Russell Mid-Cap ETF shares in Q2 2022, an estimated $8K.
Bray Capital Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2015 and held it in 19 quarters.
Bray Capital Advisors's iShares Russell Mid-Cap ETF position peaked at $124K in Q2 2015.
1,078 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2022.

Based on Bray Capital Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.