Flynn Zito Capital 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
2022
Q2
Sell
-2,574
Closed -$201K 88
2022
Q1
$201K Hold
2,574
0.17% 76
2021
Q4
$214K Buy
+2,574
New +$211K 0.18% 73

Other funds holding IWR

Flynn Zito Capital Management's IWR Position: Q2 2022 in Review

Flynn Zito Capital Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2022, closing a stake of 2,574 shares — an estimated $201K sold.

Flynn Zito Capital Management first reported a position in IWR in Q4 2021 and held it in 2 quarters. The position peaked at $214K in Q4 2021. 1,078 funds tracked by Wall St. Rank hold IWR as of Q2 2022.

  • Flynn Zito Capital Management reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Flynn Zito Capital Management sold 2,574 iShares Russell Mid-Cap ETF shares in Q2 2022, an estimated $201K.
  • Flynn Zito Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and held it in 2 quarters.
  • Flynn Zito Capital Management's iShares Russell Mid-Cap ETF position peaked at $214K in Q4 2021.
  • 1,078 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2022.

Based on Flynn Zito Capital Management's 13F filing for Q2 2022, filed 28 Jul 2022.