Cedar Brook Financial Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Cedar Brook Financial Partners’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	-2,739	Closed	-$214K	–	371
2022 Q1	$214K	Sell	2,739 -1,915	-41%	-$147K	0.06%	348
2021 Q4	$386K	Buy	4,654 +1,935	+71%	+$159K	0.1%	221
2021 Q3	$213K	Sell	2,719 -1,622	-37%	-$130K	0.06%	321
2021 Q2	$344K	Buy	+4,341	New	+$337K	0.1%	238
2021 Q1	–	Sell	-3,224	Closed	-$221K	–	335
2020 Q4	$221K	Buy	+3,224	New	+$205K	0.08%	284
2020 Q2	–	Sell	-5,251	Closed	-$227K	–	287
2020 Q1	$227K	Hold	5,251	–	–	0.13%	207
2019 Q4	$313K	Buy	5,251 +17	+0.3%	+$976	0.13%	194
2019 Q3	$293K	Buy	5,234 +72	+1%	+$4.03K	0.13%	208
2019 Q2	$288K	Buy	5,162 +16	+0.3%	+$878	0.13%	211
2019 Q1	$278K	Buy	5,146 +16	+0.3%	+$829	0.14%	208
2018 Q4	$238K	Buy	+5,130	New	+$259K	0.14%	194

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

Cedar Brook Financial Partners's IWR Position: Q2 2022 in Review

Cedar Brook Financial Partners sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2022, closing a stake of 2,739 shares — an estimated $214K sold.

Cedar Brook Financial Partners first reported a position in IWR in Q4 2018 and held it in 11 quarters. The position peaked at $386K in Q4 2021. 1,078 funds tracked by Wall St. Rank hold IWR as of Q2 2022.

Cedar Brook Financial Partners reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
Cedar Brook Financial Partners sold 2,739 iShares Russell Mid-Cap ETF shares in Q2 2022, an estimated $214K.
Cedar Brook Financial Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and held it in 11 quarters.
Cedar Brook Financial Partners's iShares Russell Mid-Cap ETF position peaked at $386K in Q4 2021.
1,078 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2022.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2022, filed 12 Aug 2022.