BT Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

BT Wealth Management’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	$1.4M	Sell	21,649 -72	-0.3%	-$5.13K	0.39%	18
2022 Q1	$1.7M	Sell	21,721 -395	-2%	-$30.4K	0.44%	17
2021 Q4	$1.84M	Sell	22,116 -309	-1%	-$25.4K	0.5%	16
2021 Q3	$1.75M	Sell	22,425 -5,872	-21%	-$470K	0.54%	16
2021 Q2	$2.24M	Sell	28,297 -3,587	-11%	-$278K	0.68%	17
2021 Q1	$2.36M	Sell	31,884 -4,354	-12%	-$315K	0.78%	17
2020 Q4	$2.48M	Sell	36,238 -682	-2%	-$43.4K	0.92%	13
2020 Q3	$2.12M	Buy	36,920 +25	+0.1%	+$1.42K	0.92%	14
2020 Q2	$1.98M	Sell	36,895 -1,537	-4%	-$77K	1%	11
2020 Q1	$1.66M	Sell	38,432 -9,928	-21%	-$546K	0.95%	12
2019 Q4	$2.88M	Sell	48,360 -3,971	-8%	-$228K	1.47%	13
2019 Q3	$2.93M	Sell	52,331 -109	-0.2%	-$6.09K	1.63%	13
2019 Q2	$2.87M	Sell	52,440 -1,569	-3%	-$86.1K	1.66%	13
2019 Q1	$2.91M	Sell	54,009 -5,446	-9%	-$282K	1.72%	13
2018 Q4	$3.15M	Buy	+59,455	New	+$3M	1.36%	13

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

BT Wealth Management's IWR Position: Q2 2022 in Review

BT Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.33% in Q2 2022, selling an estimated $5.13K and leaving 21,649 shares worth $1.4M. The position accounts for 0.39% of the portfolio, ranked #18.

BT Wealth Management first reported a position in IWR in Q4 2018 and has held it in 15 quarters since. The position peaked at $3.15M in Q4 2018. 1,078 funds tracked by Wall St. Rank hold IWR as of Q2 2022.

BT Wealth Management held 21,649 shares of iShares Russell Mid-Cap ETF worth $1.4M as of Q2 2022.
BT Wealth Management sold 72 iShares Russell Mid-Cap ETF shares in Q2 2022, an estimated $5.13K.
iShares Russell Mid-Cap ETF made up 0.39% of BT Wealth Management's portfolio in Q2 2022, its #18 holding.
BT Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 15 quarters since.
BT Wealth Management's iShares Russell Mid-Cap ETF position peaked at $3.15M in Q4 2018.
1,078 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.