Clarus Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Clarus Wealth Advisors’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 Q4	–	Sell	-44,592	Closed	-$2.82M	–	121
2022 Q3	$2.82M	Sell	44,592 -1,006	-2%	-$69.2K	2.01%	18
2022 Q2	$3M	Sell	45,598 -6,757	-13%	-$481K	2.11%	18
2022 Q1	$4M	Buy	52,355 +2,381	+5%	+$183K	2.49%	14
2021 Q4	$4.06M	Buy	49,974 +2,456	+5%	+$202K	2.34%	14
2021 Q3	$3.75M	Buy	47,518 +2,376	+5%	+$190K	2.31%	14
2021 Q2	$3.61M	Buy	45,142 +5,936	+15%	+$460K	2.26%	14
2021 Q1	$2.99M	Buy	39,206 +610	+2%	+$44.1K	1.87%	14
2020 Q4	$2.73M	Sell	38,596 -3,406	-8%	-$217K	1.81%	14
2020 Q3	$2.47M	Buy	42,002 +14,024	+50%	+$798K	1.91%	14
2020 Q2	$1.5M	Buy	27,978 +13,724	+96%	+$688K	1.27%	16
2020 Q1	$579K	Sell	14,254 -6,770	-32%	-$373K	0.58%	47
2019 Q4	$1.26M	Buy	+21,024	New	+$1.21M	0.83%	21

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

Clarus Wealth Advisors's IWR Position: Q4 2022 in Review

Clarus Wealth Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2022, closing a stake of 44,592 shares — an estimated $2.82M sold.

Clarus Wealth Advisors first reported a position in IWR in Q4 2019 and held it in 12 quarters. The position peaked at $4.06M in Q4 2021. 1,140 funds tracked by Wall St. Rank hold IWR as of Q4 2022.

Clarus Wealth Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
Clarus Wealth Advisors sold 44,592 iShares Russell Mid-Cap ETF shares in Q4 2022, an estimated $2.82M.
Clarus Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and held it in 12 quarters.
Clarus Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $4.06M in Q4 2021.
1,140 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2022.

Based on Clarus Wealth Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.