FourThought Financial’s iShares Russell Mid-Cap ETF IWR Stock Holding History

FourThought Financial’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
2022 Q3	$451K	Hold	7,259	–	–	0.07%	190
2022 Q2	$469K	Hold	7,259	–	–	0.07%	186
2022 Q1	$566K	Hold	7,259	–	–	0.07%	178
2021 Q4	$603K	Hold	7,259	–	–	0.08%	173
2021 Q3	$567K	Hold	7,259	–	–	0.08%	189
2021 Q2	$575K	Hold	7,259	–	–	0.08%	189
2021 Q1	$536K	Hold	7,259	–	–	0.08%	199
2020 Q4	$497K	Buy	+7,259	New	+$462K	0.08%	189

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

FourThought Financial's IWR Position: Q3 2022 in Review

FourThought Financial held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2022 at 7,259 shares worth $451K. The position accounts for 0.07% of the portfolio, ranked #190.

FourThought Financial first reported a position in IWR in Q4 2020 and has held it in 8 quarters since. The position peaked at $603K in Q4 2021. 1,060 funds tracked by Wall St. Rank hold IWR as of Q3 2022.

FourThought Financial held 7,259 shares of iShares Russell Mid-Cap ETF worth $451K as of Q3 2022.
FourThought Financial left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2022.
iShares Russell Mid-Cap ETF made up 0.07% of FourThought Financial's portfolio in Q3 2022, its #190 holding.
FourThought Financial first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's iShares Russell Mid-Cap ETF position peaked at $603K in Q4 2021.
1,060 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.