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

CM 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
2023
Q3 		– Sell
-14,324
Closed -$1.08M – 124
2023
Q2 		$1.08M Buy
+14,324
New +$996K 0.35% 26

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

CM Wealth Advisors's IWR Position: Q3 2023 in Review

CM Wealth Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2023, closing a stake of 14,324 shares — an estimated $1.08M sold.

CM Wealth Advisors first reported a position in IWR in Q2 2023 and held it in 1 quarter. The position peaked at $1.08M in Q2 2023. 1,141 funds tracked by Wall St. Rank hold IWR as of Q3 2023.

  • CM Wealth Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 14,324 iShares Russell Mid-Cap ETF shares in Q3 2023, an estimated $1.08M.
  • CM Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2023 and held it in 1 quarter.
  • CM Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $1.08M in Q2 2023.
  • 1,141 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2023.

Based on CM Wealth Advisors's 13F filing for Q3 2023, filed 16 Nov 2023.