Core Wealth Advisors (Florida)’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Core Wealth Advisors (Florida)’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 Q1	–	Sell	-2,911	Closed	-$196K	–	270
2022 Q4	$196K	Buy	+2,911	New	+$196K	0.09%	40
2020 Q1	–	Sell	-688	Closed	-$41K	–	164
2019 Q4	$41K	Buy	+688	New	+$39.5K	0.02%	60

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

Core Wealth Advisors (Florida)'s IWR Position: Q1 2023 in Review

Core Wealth Advisors (Florida) sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2023, closing a stake of 2,911 shares — an estimated $196K sold.

Core Wealth Advisors (Florida) first reported a position in IWR in Q4 2019 and held it in 2 quarters. The position peaked at $196K in Q4 2022. 1,121 funds tracked by Wall St. Rank hold IWR as of Q1 2023.

Core Wealth Advisors (Florida) reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 2,911 iShares Russell Mid-Cap ETF shares in Q1 2023, an estimated $196K.
Core Wealth Advisors (Florida) first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and held it in 2 quarters.
Core Wealth Advisors (Florida)'s iShares Russell Mid-Cap ETF position peaked at $196K in Q4 2022.
1,121 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2023, filed 27 Apr 2023.