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Capstone Wealth Management Group (Pennsylvania)’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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
-3,721
Closed -$241K – 58
2022
Q2 		$241K Buy
3,721
+12
+0.3% +$854 0.29% 55
2022
Q1 		$289K Buy
3,709
+10
+0.3% +$770 0.29% 57
2021
Q4 		$307K Buy
+3,699
New +$304K 0.25% 63

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s IWR Position: Q3 2022 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2022, closing a stake of 3,721 shares — an estimated $241K sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in IWR in Q4 2021 and held it in 3 quarters. The position peaked at $307K in Q4 2021. 1,060 funds tracked by Wall St. Rank hold IWR as of Q3 2022.

  • Capstone Wealth Management Group (Pennsylvania) reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Capstone Wealth Management Group (Pennsylvania) sold 3,721 iShares Russell Mid-Cap ETF shares in Q3 2022, an estimated $241K.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and held it in 3 quarters.
  • Capstone Wealth Management Group (Pennsylvania)'s iShares Russell Mid-Cap ETF position peaked at $307K in Q4 2021.
  • 1,060 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2022.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q3 2022, filed 10 Nov 2022.