Enterprise Financial Services Corp (EFSC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8,566
| Closed | -$554K | – | 179 |
|
|
2022
Q2 | $554K | Sell |
8,566
-1,509
| -15% | -$107K | 0.11% | 142 |
|
|
2022
Q1 | $786K | Sell |
10,075
-23
| -0.2% | -$1.77K | 0.13% | 127 |
|
|
2021
Q4 | $838K | Sell |
10,098
-691
| -6% | -$56.7K | 0.13% | 131 |
|
|
2021
Q3 | $844K | Buy |
10,789
+1,852
| +21% | +$148K | 0.11% | 150 |
|
|
2021
Q2 | $708K | Sell |
8,937
-3,092
| -26% | -$240K | 0.11% | 122 |
|
|
2021
Q1 | $890K | Sell |
12,029
-543
| -4% | -$39.3K | 0.16% | 91 |
|
|
2020
Q4 | $862K | Sell |
12,572
-1,818
| -13% | -$116K | 0.16% | 86 |
|
|
2020
Q3 | $826K | Sell |
14,390
-787
| -5% | -$44.8K | 0.17% | 86 |
|
|
2020
Q2 | $814K | Sell |
15,177
-152
| -1% | -$7.62K | 0.18% | 82 |
|
|
2020
Q1 | $662K | Sell |
15,329
-157
| -1% | -$8.64K | 0.17% | 89 |
|
|
2019
Q4 | $923K | Hold |
15,486
| – | – | 0.2% | 78 |
|
|
2019
Q3 | $866K | Sell |
15,486
-702
| -4% | -$39.2K | 0.2% | 82 |
|
|
2019
Q2 | $904K | Sell |
16,188
-306
| -2% | -$16.8K | 0.2% | 83 |
|
|
2019
Q1 | $890K | Sell |
16,494
-4,949
| -23% | -$256K | 0.19% | 83 |
|
|
2018
Q4 | $997K | Sell |
21,443
-1,381
| -6% | -$69.7K | 0.63% | 37 |
|
|
2018
Q3 | $1.26M | Sell |
22,824
-252
| -1% | -$13.8K | 0.66% | 32 |
|
|
2018
Q2 | $1.22M | Hold |
23,076
| – | – | 0.62% | 33 |
|
|
2018
Q1 | $1.19M | Sell |
23,076
-2,304
| -9% | -$121K | 0.61% | 32 |
|
|
2017
Q4 | $1.32M | Sell |
25,380
-692
| -3% | -$35.1K | 0.64% | 34 |
|
|
2017
Q3 | $1.28M | Buy |
26,072
+1,684
| +7% | +$81.3K | 0.64% | 33 |
|
|
2017
Q2 | $1.17M | Sell |
24,388
-824
| -3% | -$39.1K | 0.58% | 36 |
|
|
2017
Q1 | $1.18M | Buy |
25,212
+240
| +1% | +$11.1K | 0.58% | 36 |
|
|
2016
Q4 | $1.12M | Buy |
24,972
+112
| +0.5% | +$4.9K | 0.56% | 37 |
|
|
2016
Q3 | $1.08M | Sell |
24,860
-20
| -0.1% | -$867 | 0.61% | 33 |
|
|
2016
Q2 | $1.05M | Buy |
24,880
+1,888
| +8% | +$77.9K | 0.62% | 33 |
|
|
2016
Q1 | $937K | Sell |
22,992
-672
| -3% | -$25.6K | 0.57% | 33 |
|
|
2015
Q4 | $948K | Buy |
23,664
+13,352
| +129% | +$544K | 0.56% | 34 |
|
|
2015
Q3 | $401K | Sell |
10,312
-11,628
| -53% | -$481K | 0.26% | 82 |
|
|
2015
Q2 | $934K | Sell |
21,940
-272
| -1% | -$11.8K | 0.55% | 35 |
|
|
2015
Q1 | $962K | Buy |
22,212
+808
| +4% | +$34.3K | 0.57% | 34 |
|
|
2014
Q4 | $894K | Buy |
21,404
+72
| +0.3% | +$2.92K | 0.54% | 36 |
|
|
2014
Q3 | $844K | Buy |
21,332
+948
| +5% | +$38.2K | 0.53% | 36 |
|
|
2014
Q2 | $829K | Buy |
20,384
+88
| +0.4% | +$3.43K | 0.49% | 40 |
|
|
2014
Q1 | $786K | Buy |
20,296
+4,796
| +31% | +$182K | 0.48% | 37 |
|
|
2013
Q4 | $581K | Buy |
15,500
+136
| +0.9% | +$4.92K | 0.34% | 51 |
|
|
2013
Q3 | $534K | Buy |
15,364
+296
| +2% | +$10.1K | 0.34% | 54 |
|
|
2013
Q2 | $489K | Buy |
+15,068
| New | +$488K | 0.34% | 56 |
|
Other funds holding IWR
Enterprise Financial Services Corp (EFSC)'s IWR Position: Q3 2022 in Review
Enterprise Financial Services Corp (EFSC) sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2022, closing a stake of 8,566 shares — an estimated $554K sold.
Enterprise Financial Services Corp (EFSC) first reported a position in IWR in Q2 2013 and held it in 37 quarters. The position peaked at $1.32M in Q4 2017. 1,060 funds tracked by Wall St. Rank hold IWR as of Q3 2022.
- Enterprise Financial Services Corp (EFSC) reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
- Enterprise Financial Services Corp (EFSC) sold 8,566 iShares Russell Mid-Cap ETF shares in Q3 2022, an estimated $554K.
- Enterprise Financial Services Corp (EFSC) first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and held it in 37 quarters.
- Enterprise Financial Services Corp (EFSC)'s iShares Russell Mid-Cap ETF position peaked at $1.32M in Q4 2017.
- 1,060 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2022.
Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2022, filed 14 Nov 2022.