Domani Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $6.5M | Buy |
92,949
+12,213
| +15% | +$862K | 1.51% | 16 |
|
|
2022
Q4 | $5.45M | Buy |
80,736
+11,605
| +17% | +$783K | 1.36% | 17 |
|
|
2022
Q3 | $4.3M | Sell |
69,131
-430
| -0.6% | -$29.6K | 1.26% | 17 |
|
|
2022
Q2 | $4.5M | Buy |
69,561
+212
| +0.3% | +$15.1K | 1.23% | 17 |
|
|
2022
Q1 | $5.41M | Sell |
69,349
-117
| -0.2% | -$9.01K | 1.17% | 18 |
|
|
2021
Q4 | $5.77M | Sell |
69,466
-400
| -0.6% | -$32.8K | 1.13% | 19 |
|
|
2021
Q3 | $5.46M | Sell |
69,866
-2,233
| -3% | -$179K | 1.14% | 18 |
|
|
2021
Q2 | $5.71M | Sell |
72,099
-5,643
| -7% | -$438K | 1.15% | 18 |
|
|
2021
Q1 | $5.75M | Sell |
77,742
-179
| -0.2% | -$12.9K | 1.11% | 18 |
|
|
2020
Q4 | $5.34M | Sell |
77,921
-3,737
| -5% | -$238K | 1.09% | 18 |
|
|
2020
Q3 | $4.69M | Sell |
81,658
-1,221
| -1% | -$69.5K | 1.03% | 18 |
|
|
2020
Q2 | $4.44M | Buy |
82,879
+39,193
| +90% | +$1.96M | 1.04% | 18 |
|
|
2020
Q1 | $1.89M | Buy |
43,686
+33,373
| +324% | +$1.84M | 0.5% | 26 |
|
|
2019
Q4 | $615K | Sell |
10,313
-127
| -1% | -$7.29K | 0.2% | 55 |
|
|
2019
Q3 | $584K | Buy |
10,440
+6,542
| +168% | +$366K | 0.21% | 53 |
|
|
2019
Q2 | $218K | Hold |
3,898
| – | – | 0.08% | 103 |
|
|
2019
Q1 | $210K | Buy |
+3,898
| New | +$202K | 0.08% | 109 |
|
|
2018
Q4 | – | Sell |
-4,952
| Closed | -$273K | – | 108 |
|
|
2018
Q3 | $273K | Sell |
4,952
-240
| -5% | -$13.2K | 0.12% | 85 |
|
|
2018
Q2 | $275K | Hold |
5,192
| – | – | 0.13% | 86 |
|
|
2018
Q1 | $268K | Sell |
5,192
-352
| -6% | -$18.5K | 0.11% | 87 |
|
|
2017
Q4 | $288K | Sell |
5,544
-1,160
| -17% | -$58.9K | 0.13% | 81 |
|
|
2017
Q3 | $330K | Sell |
6,704
-300
| -4% | -$14.5K | 0.14% | 73 |
|
|
2017
Q2 | $336K | Sell |
7,004
-1,276
| -15% | -$60.5K | 0.14% | 72 |
|
|
2017
Q1 | $387K | Buy |
8,280
+708
| +9% | +$32.8K | 0.16% | 65 |
|
|
2016
Q4 | $339K | Sell |
7,572
-6,600
| -47% | -$289K | 0.14% | 71 |
|
|
2016
Q3 | $618K | Sell |
14,172
-4,696
| -25% | -$204K | 0.23% | 60 |
|
|
2016
Q2 | $793K | Sell |
18,868
-3,840
| -17% | -$159K | 0.31% | 50 |
|
|
2016
Q1 | $925K | Buy |
22,708
+164
| +0.7% | +$6.24K | 0.35% | 51 |
|
|
2015
Q4 | $903K | Buy |
22,544
+1,340
| +6% | +$54.6K | 0.35% | 49 |
|
|
2015
Q3 | $825K | Buy |
21,204
+1,056
| +5% | +$43.7K | 0.45% | 36 |
|
|
2015
Q2 | $858K | Buy |
20,148
+16,744
| +492% | +$728K | 0.47% | 36 |
|
|
2015
Q1 | $4.92K | Buy |
+3,404
| New | +$145K | 0.07% | 69 |
|
Other funds holding IWR
Domani Wealth's IWR Position: Q1 2023 in Review
Domani Wealth increased its iShares Russell Mid-Cap ETF (IWR) stake by 15% in Q1 2023, buying an estimated $862K and bringing the position to 92,949 shares worth $6.5M. The position accounts for 1.51% of the portfolio, ranked #16.
Domani Wealth first reported a position in IWR in Q1 2015 and has held it in 32 quarters since. 1,121 funds tracked by Wall St. Rank hold IWR as of Q1 2023.
- Domani Wealth held 92,949 shares of iShares Russell Mid-Cap ETF worth $6.5M as of Q1 2023.
- Domani Wealth bought 12,213 iShares Russell Mid-Cap ETF shares in Q1 2023, an estimated $862K.
- iShares Russell Mid-Cap ETF made up 1.51% of Domani Wealth's portfolio in Q1 2023, its #16 holding.
- Domani Wealth first reported a position in iShares Russell Mid-Cap ETF in Q1 2015 and has held it in 32 quarters since.
- 1,121 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2023.
Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.