FWA
IWR icon

FOCUS Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

FOCUS Wealth Advisors’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
Q4 		– Sell
-6,861
Closed -$475K – 60
2023
Q3 		$475K Buy
+6,861
New +$501K 0.33% 46

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FOCUS Wealth Advisors's IWR Position: Q4 2023 in Review

FOCUS Wealth Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2023, closing a stake of 6,861 shares — an estimated $475K sold.

FOCUS Wealth Advisors first reported a position in IWR in Q3 2023 and held it in 1 quarter. The position peaked at $475K in Q3 2023. 1,247 funds tracked by Wall St. Rank hold IWR as of Q4 2023.

  • FOCUS Wealth Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • FOCUS Wealth Advisors sold 6,861 iShares Russell Mid-Cap ETF shares in Q4 2023, an estimated $475K.
  • FOCUS Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2023 and held it in 1 quarter.
  • FOCUS Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $475K in Q3 2023.
  • 1,247 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2023.

Based on FOCUS Wealth Advisors's 13F filing for Q4 2023, filed 11 Jan 2024.