EWG Elevate’s iShares Russell Mid-Cap ETF IWR Stock Holding History

EWG Elevate’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
2023 Q1	–	Sell	-348	Closed	-$23.5K	–	414
2022 Q4	$23.5K	Buy	+348	New	+$23.5K	0.01%	262
2022 Q1	–	Sell	-58,824	Closed	-$4.88M	–	103
2021 Q4	$4.88M	Buy	58,824 +54,265	+1,190%	+$4.45M	2.4%	13
2021 Q3	$357K	Sell	4,559 -8	-0.2%	-$641	0.15%	67
2021 Q2	$364K	Buy	4,567 +8	+0.2%	+$621	0.14%	64
2021 Q1	$337K	Sell	4,559 -1,497	-25%	-$108K	0.15%	59
2020 Q4	$415K	Sell	6,056 -149	-2%	-$9.49K	0.19%	59
2020 Q3	$356K	Hold	6,205	–	–	0.21%	53
2020 Q2	$333K	Sell	6,205 -300	-5%	-$15K	0.22%	47
2020 Q1	$281K	Sell	6,505 -4,396	-40%	-$242K	0.21%	50
2019 Q4	$650K	Buy	+10,901	New	+$626K	0.35%	49

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

EWG Elevate's IWR Position: Q1 2023 in Review

EWG Elevate sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2023, closing a stake of 348 shares — an estimated $23.5K sold.

EWG Elevate first reported a position in IWR in Q4 2019 and held it in 10 quarters. The position peaked at $4.88M in Q4 2021. 1,121 funds tracked by Wall St. Rank hold IWR as of Q1 2023.

EWG Elevate reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 348 iShares Russell Mid-Cap ETF shares in Q1 2023, an estimated $23.5K.
EWG Elevate first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and held it in 10 quarters.
EWG Elevate's iShares Russell Mid-Cap ETF position peaked at $4.88M in Q4 2021.
1,121 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.