Elk River Wealth Management’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
2021
Q3
Sell
-3,324
Closed -$263K 125
2021
Q2
$263K Hold
3,324
0.07% 108
2021
Q1
$246K Sell
3,324
-160
-5% -$11.6K 0.07% 107
2020
Q4
$239K Buy
+3,484
New +$222K 0.08% 109

Other funds holding IWR

Elk River Wealth Management's IWR Position: Q3 2021 in Review

Elk River Wealth Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2021, closing a stake of 3,324 shares — an estimated $263K sold.

Elk River Wealth Management first reported a position in IWR in Q4 2020 and held it in 3 quarters. The position peaked at $263K in Q2 2021. 1,013 funds tracked by Wall St. Rank hold IWR as of Q3 2021.

  • Elk River Wealth Management reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Elk River Wealth Management sold 3,324 iShares Russell Mid-Cap ETF shares in Q3 2021, an estimated $263K.
  • Elk River Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and held it in 3 quarters.
  • Elk River Wealth Management's iShares Russell Mid-Cap ETF position peaked at $263K in Q2 2021.
  • 1,013 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2021.

Based on Elk River Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.