Brown Miller Wealth Management’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
Q4
Sell
-3,700
Closed -$229K 121
2022
Q3
$229K Buy
+3,700
New +$255K 0.16% 106

Other funds holding IWR

Brown Miller Wealth Management's IWR Position: Q4 2022 in Review

Brown Miller Wealth Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2022, closing a stake of 3,700 shares — an estimated $229K sold.

Brown Miller Wealth Management first reported a position in IWR in Q3 2022 and held it in 1 quarter. The position peaked at $229K in Q3 2022. 1,140 funds tracked by Wall St. Rank hold IWR as of Q4 2022.

  • Brown Miller Wealth Management reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Brown Miller Wealth Management sold 3,700 iShares Russell Mid-Cap ETF shares in Q4 2022, an estimated $229K.
  • Brown Miller Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2022 and held it in 1 quarter.
  • Brown Miller Wealth Management's iShares Russell Mid-Cap ETF position peaked at $229K in Q3 2022.
  • 1,140 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2022.

Based on Brown Miller Wealth Management's 13F filing for Q4 2022, filed 12 Jan 2023.