Centerpoint Advisors’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
2023
Q2
Sell
-295
Closed -$21K 594
2023
Q1
$21K Sell
295
-3
-1% -$212 0.01% 251
2022
Q4
$20K Buy
298
+3
+1% +$202 0.01% 204
2022
Q3
$18K Buy
+295
New +$20.3K 0.01% 188

Other funds holding IWR

Centerpoint Advisors's IWR Position: Q2 2023 in Review

Centerpoint Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2023, closing a stake of 295 shares — an estimated $21K sold.

Centerpoint Advisors first reported a position in IWR in Q3 2022 and held it in 3 quarters. The position peaked at $21K in Q1 2023. 1,144 funds tracked by Wall St. Rank hold IWR as of Q2 2023.

  • Centerpoint Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Centerpoint Advisors sold 295 iShares Russell Mid-Cap ETF shares in Q2 2023, an estimated $21K.
  • Centerpoint Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2022 and held it in 3 quarters.
  • Centerpoint Advisors's iShares Russell Mid-Cap ETF position peaked at $21K in Q1 2023.
  • 1,144 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2023.

Based on Centerpoint Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.