First Capital Advisors Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

First Capital Advisors Group’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 Q2	$1.31M	Hold	17,997	–	–	0.69%	41
2023 Q1	$1.26M	Buy	17,997 +300	+2%	+$21.2K	0.81%	38
2022 Q4	$1.19M	Sell	17,697 -750	-4%	-$50.6K	0.81%	38
2022 Q3	$1.15M	Hold	18,447	–	–	0.96%	31
2022 Q2	$1.19M	Hold	18,447	–	–	0.82%	32
2022 Q1	$1.44M	Hold	18,447	–	–	0.95%	35
2021 Q4	$1.53M	Buy	+18,447	New	+$1.51M	0.84%	39
2018 Q4	$866K	Hold	18,632	–	–	0.65%	36
2018 Q3	$1.03M	Hold	18,632	–	–	0.63%	35
2018 Q2	$988K	Hold	18,632	–	–	0.65%	35
2018 Q1	$962K	Sell	18,632 -1,184	-6%	-$62.4K	0.56%	37
2017 Q4	$1.03M	Sell	19,816 -4,400	-18%	-$223K	0.65%	41
2017 Q3	$1.19M	Buy	+24,216	New	+$1.17M	0.82%	34

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Capital Advisors Group's IWR Position: Q2 2023 in Review

First Capital Advisors Group held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2023 at 17,997 shares worth $1.31M. The position accounts for 0.69% of the portfolio, ranked #41.

First Capital Advisors Group first reported a position in IWR in Q3 2017 and has held it in 13 quarters since. The position peaked at $1.53M in Q4 2021. 1,144 funds tracked by Wall St. Rank hold IWR as of Q2 2023.

First Capital Advisors Group held 17,997 shares of iShares Russell Mid-Cap ETF worth $1.31M as of Q2 2023.
First Capital Advisors Group left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2023.
iShares Russell Mid-Cap ETF made up 0.69% of First Capital Advisors Group's portfolio in Q2 2023, its #41 holding.
First Capital Advisors Group first reported a position in iShares Russell Mid-Cap ETF in Q3 2017 and has held it in 13 quarters since.
First Capital Advisors Group's iShares Russell Mid-Cap ETF position peaked at $1.53M in Q4 2021.
1,144 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.