FWM
IWR icon

Frontier Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Frontier Wealth Management’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
Q2 		$336K Sell
5,201
-264
-5% -$18.8K 0.02% 287
2022
Q1 		$416K Sell
5,465
-720
-12% -$55.4K 0.01% 269
2021
Q4 		$513K Buy
6,185
+24
+0.4% +$1.97K 0.03% 260
2021
Q3 		$482K Buy
6,161
+141
+2% +$11.3K 0.03% 271
2021
Q2 		$477K Buy
6,020
+19
+0.3% +$1.47K 0.03% 267
2021
Q1 		$444K Sell
6,001
-1,317
-18% -$95.2K 0.03% 258
2020
Q4 		$502K Sell
7,318
-4,008
-35% -$255K 0.04% 231
2020
Q3 		$650K Buy
11,326
+25
+0.2% +$1.42K 0.06% 188
2020
Q2 		$606K Buy
11,301
+231
+2% +$11.6K 0.06% 190
2020
Q1 		$478K Buy
11,070
+1,681
+18% +$92.5K 0.08% 183
2019
Q4 		$560K Buy
9,389
+44
+0.5% +$2.53K 0.09% 166
2019
Q3 		$523K Buy
9,345
+32
+0.3% +$1.79K 0.08% 184
2019
Q2 		$520K Sell
9,313
-668
-7% -$36.6K 0.08% 187
2019
Q1 		$538K Sell
9,981
-1,321
-12% -$68.4K 0.07% 208
2018
Q4 		$525K Buy
11,302
+346
+3% +$17.5K 0.08% 199
2018
Q3 		$604K Buy
10,956
+228
+2% +$12.5K 0.06% 201
2018
Q2 		$569K Buy
10,728
+8
+0.1% +$421 0.08% 201
2018
Q1 		$553K Buy
+10,720
New +$565K 0.08% 214
2017
Q4 		– Sell
-9,884
Closed -$487K – 374
2017
Q3 		$487K Buy
9,884
+1,072
+12% +$51.7K 0.07% 233
2017
Q2 		$423K Sell
8,812
-20
-0.2% -$948 0.06% 251
2017
Q1 		$413K Buy
8,832
+248
+3% +$11.5K 0.06% 256
2016
Q4 		$384K Buy
8,584
+88
+1% +$3.85K 0.06% 250
2016
Q3 		$370K Sell
8,496
-292
-3% -$12.7K 0.06% 248
2016
Q2 		$369K Buy
8,788
+208
+2% +$8.59K 0.06% 248
2016
Q1 		$349K Buy
8,580
+300
+4% +$11.4K 0.03% 240
2015
Q4 		$332K Buy
+8,280
New +$337K 0.05% 241

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Frontier Wealth Management's IWR Position: Q2 2022 in Review

Frontier Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4.8% in Q2 2022, selling an estimated $18.8K and leaving 5,201 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #287.

Frontier Wealth Management first reported a position in IWR in Q4 2015 and has held it in 26 quarters since. The position peaked at $650K in Q3 2020. 1,078 funds tracked by Wall St. Rank hold IWR as of Q2 2022.

  • Frontier Wealth Management held 5,201 shares of iShares Russell Mid-Cap ETF worth $336K as of Q2 2022.
  • Frontier Wealth Management sold 264 iShares Russell Mid-Cap ETF shares in Q2 2022, an estimated $18.8K.
  • iShares Russell Mid-Cap ETF made up 0.02% of Frontier Wealth Management's portfolio in Q2 2022, its #287 holding.
  • Frontier Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2015 and has held it in 26 quarters since.
  • Frontier Wealth Management's iShares Russell Mid-Cap ETF position peaked at $650K in Q3 2020.
  • 1,078 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.