Colton Groome Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Colton Groome Financial 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	-3,014	Closed	-$220K	–	117
2023 Q2	$220K	Sell	3,014 -987	-25%	-$68.7K	0.1%	108
2023 Q1	$280K	Buy	+4,001	New	+$283K	0.13%	105

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Colton Groome Financial Advisors's IWR Position: Q3 2023 in Review

Colton Groome Financial Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2023, closing a stake of 3,014 shares — an estimated $220K sold.

Colton Groome Financial Advisors first reported a position in IWR in Q1 2023 and held it in 2 quarters. The position peaked at $280K in Q1 2023. 1,141 funds tracked by Wall St. Rank hold IWR as of Q3 2023.

Colton Groome Financial Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
Colton Groome Financial Advisors sold 3,014 iShares Russell Mid-Cap ETF shares in Q3 2023, an estimated $220K.
Colton Groome Financial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2023 and held it in 2 quarters.
Colton Groome Financial Advisors's iShares Russell Mid-Cap ETF position peaked at $280K in Q1 2023.
1,141 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2023.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.