Credit Suisse’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Credit Suisse’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	-386	Closed	-$26K	–	3512
2022 Q4	$26K	Buy	+386	New	+$26K	﹤0.01%	3453
2020 Q4	–	Sell	-8,756	Closed	-$502K	–	4384
2020 Q3	$502K	Buy	+8,756	New	+$498K	﹤0.01%	3400
2019 Q3	–	Sell	-37,085	Closed	-$2.07M	–	4175
2019 Q2	$2.07M	Buy	+37,085	New	+$2.03M	﹤0.01%	2423
2019 Q1	–	Sell	-31,471	Closed	-$1.46M	–	4065
2018 Q4	$1.46M	Buy	31,471 +25,863	+461%	+$1.3M	﹤0.01%	2483
2018 Q3	$309K	Sell	5,608 -395,556	-99%	-$21.7M	﹤0.01%	3506
2018 Q2	$21.3M	Buy	+401,164	New	+$21.1M	0.02%	814
2018 Q1	–	Sell	-20,312	Closed	-$1.06M	–	4051
2017 Q4	$1.06M	Buy	+20,312	New	+$1.03M	﹤0.01%	2953
2017 Q3	–	Sell	-1,217,864	Closed	-$58.5M	–	4218
2017 Q2	$58.5M	Buy	+1,217,864	New	+$57.7M	0.06%	347
2016 Q3	–	Sell	-356,312	Closed	-$15M	–	4174
2016 Q2	$15M	Buy	356,312 +288,452	+425%	+$11.9M	0.02%	926
2016 Q1	$2.76M	Sell	67,860 -6,912,968	-99%	-$263M	﹤0.01%	1970
2015 Q4	$280M	Buy	6,980,828 +6,277,164	+892%	+$256M	0.32%	53
2015 Q3	$27.4M	Buy	703,664 +487,392	+225%	+$20.2M	0.03%	586
2015 Q2	$9.21M	Buy	216,272 +48,156	+29%	+$2.09M	0.01%	1301
2015 Q1	$7.28M	Sell	168,116 -64,496	-28%	-$2.74M	0.01%	1396
2014 Q4	$9.71M	Buy	232,612 +113,172	+95%	+$4.59M	0.01%	1309
2014 Q3	$4.73M	Buy	119,440 +3,972	+3%	+$160K	﹤0.01%	1793
2014 Q2	$4.69M	Sell	115,468 -28,960	-20%	-$1.13M	﹤0.01%	2020
2014 Q1	$5.59M	Buy	144,428 +27,756	+24%	+$1.05M	0.01%	1672
2013 Q4	$4.38M	Sell	116,672 -41,384	-26%	-$1.5M	﹤0.01%	1963
2013 Q3	$5.5M	Buy	158,056 +37,140	+31%	+$1.27M	0.01%	1553
2013 Q2	$3.93M	Buy	+120,916	New	+$3.92M	﹤0.01%	1778

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

Credit Suisse's IWR Position: Q1 2023 in Review

Credit Suisse sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2023, closing a stake of 386 shares — an estimated $26K sold.

Credit Suisse first reported a position in IWR in Q2 2013 and held it in 21 quarters. The position peaked at $280M in Q4 2015. 1,121 funds tracked by Wall St. Rank hold IWR as of Q1 2023.

Credit Suisse reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
Credit Suisse sold 386 iShares Russell Mid-Cap ETF shares in Q1 2023, an estimated $26K.
Credit Suisse first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and held it in 21 quarters.
Credit Suisse's iShares Russell Mid-Cap ETF position peaked at $280M in Q4 2015.
1,121 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2023.

Based on Credit Suisse's 13F filing for Q1 2023, filed 10 May 2023.