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

Fullen Financial Group’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 Q1	$634K	Sell	9,118 -176	-2%	-$12.4K	0.34%	39
2022 Q4	$679K	Buy	9,294 +10	+0.1%	+$674	0.39%	38
2022 Q3	$628K	Sell	9,284 -344	-4%	-$23.7K	0.4%	36
2022 Q2	$623K	Buy	9,628 +30	+0.3%	+$2.14K	0.4%	36
2022 Q1	$749K	Sell	9,598 -350	-4%	-$26.9K	0.44%	35
2021 Q4	$826K	Buy	9,948 +5	+0.1%	+$410	0.46%	35
2021 Q3	$796K	Buy	9,943 +34	+0.3%	+$2.72K	0.45%	36
2021 Q2	$785K	Buy	9,909 +19	+0.2%	+$1.47K	0.46%	37
2021 Q1	$731K	Sell	9,890 -62	-0.6%	-$4.48K	0.47%	36
2020 Q4	$682K	Buy	9,952 +110	+1%	+$7.01K	0.46%	37
2020 Q3	$565K	Buy	9,842 +180	+2%	+$10.2K	0.43%	39
2020 Q2	$518K	Buy	+9,662	New	+$484K	0.43%	40

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

Fullen Financial Group's IWR Position: Q1 2023 in Review

Fullen Financial Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.9% in Q1 2023, selling an estimated $12.4K and leaving 9,118 shares worth $634K. The position accounts for 0.34% of the portfolio, ranked #39.

Fullen Financial Group first reported a position in IWR in Q2 2020 and has held it in 12 quarters since. The position peaked at $826K in Q4 2021. 1,121 funds tracked by Wall St. Rank hold IWR as of Q1 2023.

Fullen Financial Group held 9,118 shares of iShares Russell Mid-Cap ETF worth $634K as of Q1 2023.
Fullen Financial Group sold 176 iShares Russell Mid-Cap ETF shares in Q1 2023, an estimated $12.4K.
iShares Russell Mid-Cap ETF made up 0.34% of Fullen Financial Group's portfolio in Q1 2023, its #39 holding.
Fullen Financial Group first reported a position in iShares Russell Mid-Cap ETF in Q2 2020 and has held it in 12 quarters since.
Fullen Financial Group's iShares Russell Mid-Cap ETF position peaked at $826K in Q4 2021.
1,121 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2023.

Based on Fullen Financial Group's 13F filing for Q1 2023, filed 30 May 2023.