Dixon Hughes Goodman Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Dixon Hughes Goodman 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
2022 Q1	$245K	Sell	3,135 -160	-5%	-$12.3K	0.07%	152
2021 Q4	$274K	Buy	+3,295	New	+$270K	0.09%	123

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Dixon Hughes Goodman Wealth Advisors's IWR Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4.9% in Q1 2022, selling an estimated $12.3K and leaving 3,135 shares worth $245K. The position accounts for 0.07% of the portfolio, ranked #152.

Dixon Hughes Goodman Wealth Advisors first reported a position in IWR in Q4 2021 and has held it in 2 quarters since. The position peaked at $274K in Q4 2021. 1,128 funds tracked by Wall St. Rank hold IWR as of Q1 2022.

Dixon Hughes Goodman Wealth Advisors held 3,135 shares of iShares Russell Mid-Cap ETF worth $245K as of Q1 2022.
Dixon Hughes Goodman Wealth Advisors sold 160 iShares Russell Mid-Cap ETF shares in Q1 2022, an estimated $12.3K.
iShares Russell Mid-Cap ETF made up 0.07% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #152 holding.
Dixon Hughes Goodman Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 2 quarters since.
Dixon Hughes Goodman Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $274K in Q4 2021.
1,128 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.