BTR Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

BTR Capital 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 Q3	$969K	Hold	15,590	–	–	0.15%	79
2022 Q2	$1.01M	Hold	15,590	–	–	0.14%	77
2022 Q1	$1.22M	Sell	15,590 -1,920	-11%	-$148K	0.15%	75
2021 Q4	$1.45M	Buy	17,510 +3,700	+27%	+$304K	0.16%	73
2021 Q3	$1.08M	Sell	13,810 -4,800	-26%	-$385K	0.13%	80
2021 Q2	$1.48M	Sell	18,610 -2,985	-14%	-$232K	0.18%	71
2021 Q1	$1.6M	Hold	21,595	–	–	0.23%	65
2020 Q4	$1.48M	Buy	21,595 +5,120	+31%	+$326K	0.23%	64
2020 Q3	$945K	Sell	16,475 -40	-0.2%	-$2.28K	0.17%	76
2020 Q2	$885K	Hold	16,515	–	–	0.17%	76
2020 Q1	$713K	Sell	16,515 -4,400	-21%	-$242K	0.16%	78
2019 Q4	$1.25M	Sell	20,915 -75	-0.4%	-$4.31K	0.21%	74
2019 Q3	$1.17M	Sell	20,990 -50	-0.2%	-$2.79K	0.22%	78
2019 Q2	$1.18M	Buy	+21,040	New	+$1.15M	0.22%	76

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 $424B AUM 22.94% 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

BTR Capital Management's IWR Position: Q3 2022 in Review

BTR Capital Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2022 at 15,590 shares worth $969K. The position accounts for 0.15% of the portfolio, ranked #79.

BTR Capital Management first reported a position in IWR in Q2 2019 and has held it in 14 quarters since. The position peaked at $1.6M in Q1 2021. 1,060 funds tracked by Wall St. Rank hold IWR as of Q3 2022.

BTR Capital Management held 15,590 shares of iShares Russell Mid-Cap ETF worth $969K as of Q3 2022.
BTR Capital Management left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2022.
iShares Russell Mid-Cap ETF made up 0.15% of BTR Capital Management's portfolio in Q3 2022, its #79 holding.
BTR Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2019 and has held it in 14 quarters since.
BTR Capital Management's iShares Russell Mid-Cap ETF position peaked at $1.6M in Q1 2021.
1,060 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2022.

Based on BTR Capital Management's 13F filing for Q3 2022, filed 12 Oct 2022.