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Eagle Ridge Investment Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Eagle Ridge Investment Management’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
Q2 		– Sell
-5,609
Closed -$438K – 157
2022
Q1 		$438K Hold
5,609
– – 0.05% 112
2021
Q4 		$466K Buy
5,609
+1,650
+42% +$135K 0.05% 113
2021
Q3 		$310K Buy
+3,959
New +$317K 0.03% 119

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Eagle Ridge Investment Management's IWR Position: Q2 2022 in Review

Eagle Ridge Investment Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2022, closing a stake of 5,609 shares — an estimated $438K sold.

Eagle Ridge Investment Management first reported a position in IWR in Q3 2021 and held it in 3 quarters. The position peaked at $466K in Q4 2021. 1,078 funds tracked by Wall St. Rank hold IWR as of Q2 2022.

  • Eagle Ridge Investment Management reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 5,609 iShares Russell Mid-Cap ETF shares in Q2 2022, an estimated $438K.
  • Eagle Ridge Investment Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2021 and held it in 3 quarters.
  • Eagle Ridge Investment Management's iShares Russell Mid-Cap ETF position peaked at $466K in Q4 2021.
  • 1,078 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2022.

Based on Eagle Ridge Investment Management's 13F filing for Q2 2022, filed 19 Jul 2022.