Cornerstone Advisory’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
2022
Q1
Sell
-168
Closed -$14K 489
2021
Q4
$14K Buy
+168
New +$13.8K ﹤0.01% 572

Other funds holding IWR

Cornerstone Advisory's IWR Position: Q1 2022 in Review

Cornerstone Advisory sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2022, closing a stake of 168 shares — an estimated $14K sold.

Cornerstone Advisory first reported a position in IWR in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 1,128 funds tracked by Wall St. Rank hold IWR as of Q1 2022.

  • Cornerstone Advisory reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Advisory sold 168 iShares Russell Mid-Cap ETF shares in Q1 2022, an estimated $14K.
  • Cornerstone Advisory first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and held it in 1 quarter.
  • Cornerstone Advisory's iShares Russell Mid-Cap ETF position peaked at $14K in Q4 2021.
  • 1,128 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.