Founders Financial Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-29,143
| Closed | -$2.02M | – | 378 |
|
|
2023
Q3 | $2.02M | Buy |
29,143
+2,050
| +8% | +$150K | 0.26% | 76 |
|
|
2023
Q2 | $1.98M | Sell |
27,093
-6,033
| -18% | -$420K | 0.26% | 78 |
|
|
2023
Q1 | $2.32M | Buy |
33,126
+8,563
| +35% | +$605K | 0.33% | 69 |
|
|
2022
Q4 | $1.66M | Buy |
24,563
+8,553
| +53% | +$577K | 0.26% | 82 |
|
|
2022
Q3 | $995K | Sell |
16,010
-6,282
| -28% | -$432K | 0.18% | 117 |
|
|
2022
Q2 | $1.44M | Sell |
22,292
-9,145
| -29% | -$651K | 0.28% | 74 |
|
|
2022
Q1 | $2.45M | Buy |
31,437
+1,858
| +6% | +$143K | 0.43% | 53 |
|
|
2021
Q4 | $2.46M | Buy |
29,579
+5,984
| +25% | +$491K | 0.44% | 56 |
|
|
2021
Q3 | $1.85M | Sell |
23,595
-137
| -0.6% | -$11K | 0.37% | 59 |
|
|
2021
Q2 | $1.88M | Buy |
23,732
+1,378
| +6% | +$107K | 0.37% | 55 |
|
|
2021
Q1 | $1.65M | Sell |
22,354
-1,022
| -4% | -$73.9K | 0.38% | 47 |
|
|
2020
Q4 | $1.6M | Buy |
23,376
+646
| +3% | +$41.1K | 0.38% | 48 |
|
|
2020
Q3 | $1.3M | Buy |
22,730
+462
| +2% | +$26.3K | 0.42% | 40 |
|
|
2020
Q2 | $1.19M | Buy |
22,268
+11,817
| +113% | +$592K | 0.39% | 53 |
|
|
2020
Q1 | $451K | Sell |
10,451
-20,774
| -67% | -$1.14M | 0.17% | 74 |
|
|
2019
Q4 | $1.86M | Sell |
31,225
-8,837
| -22% | -$507K | 0.63% | 36 |
|
|
2019
Q3 | $2.24M | Buy |
40,062
+1,636
| +4% | +$91.5K | 0.71% | 35 |
|
|
2019
Q2 | $2.15M | Buy |
38,426
+4,140
| +12% | +$227K | 0.71% | 32 |
|
|
2019
Q1 | $1.85M | Buy |
34,286
+6,175
| +22% | +$320K | 0.59% | 38 |
|
|
2018
Q4 | $1.31M | Sell |
28,111
-2,361
| -8% | -$119K | 0.47% | 37 |
|
|
2018
Q3 | $1.68M | Buy |
30,472
+2,076
| +7% | +$114K | 0.47% | 35 |
|
|
2018
Q2 | $1.51M | Buy |
28,396
+2,240
| +9% | +$118K | 0.46% | 37 |
|
|
2018
Q1 | $1.35M | Buy |
26,156
+1,052
| +4% | +$55.4K | 0.44% | 37 |
|
|
2017
Q4 | $1.31M | Sell |
25,104
-1,016
| -4% | -$51.6K | 0.43% | 36 |
|
|
2017
Q3 | $1.29M | Buy |
26,120
+1,476
| +6% | +$71.2K | 0.46% | 33 |
|
|
2017
Q2 | $1.18M | Buy |
24,644
+2,636
| +12% | +$125K | 0.45% | 35 |
|
|
2017
Q1 | $1.03M | Buy |
22,008
+1,724
| +8% | +$79.9K | 0.39% | 39 |
|
|
2016
Q4 | $907K | Buy |
20,284
+2,116
| +12% | +$92.5K | 0.38% | 32 |
|
|
2016
Q3 | $792K | Buy |
18,168
+576
| +3% | +$25K | 0.34% | 43 |
|
|
2016
Q2 | $740K | Buy |
17,592
+388
| +2% | +$16K | 0.34% | 44 |
|
|
2016
Q1 | $701K | Buy |
17,204
+56
| +0.3% | +$2.13K | 0.33% | 40 |
|
|
2015
Q4 | $687K | Buy |
17,148
+216
| +1% | +$8.8K | 0.32% | 41 |
|
|
2015
Q3 | $658K | Buy |
+16,932
| New | +$701K | 0.33% | 40 |
|
Other funds holding IWR
Founders Financial Securities's IWR Position: Q4 2023 in Review
Founders Financial Securities sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2023, closing a stake of 29,143 shares — an estimated $2.02M sold.
Founders Financial Securities first reported a position in IWR in Q3 2015 and held it in 33 quarters. The position peaked at $2.46M in Q4 2021. 1,246 funds tracked by Wall St. Rank hold IWR as of Q4 2023.
- Founders Financial Securities reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
- Founders Financial Securities sold 29,143 iShares Russell Mid-Cap ETF shares in Q4 2023, an estimated $2.02M.
- Founders Financial Securities first reported a position in iShares Russell Mid-Cap ETF in Q3 2015 and held it in 33 quarters.
- Founders Financial Securities's iShares Russell Mid-Cap ETF position peaked at $2.46M in Q4 2021.
- 1,246 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2023.
Based on Founders Financial Securities's 13F filing for Q4 2023, filed 6 Feb 2024.