Global Wealth Management Investment Advisory’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Global Wealth Management Investment Advisory’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
2024 Q1	–	Sell	-930	Closed	-$72.3K	–	297
2023 Q4	$72.3K	Hold	930	–	–	0.02%	168
2023 Q3	$64.4K	Hold	930	–	–	0.02%	180
2023 Q2	$67.9K	Buy	+930	New	+$64.7K	0.02%	179
2022 Q3	–	Sell	-1,169	Closed	-$76K	–	305
2022 Q2	$76K	Hold	1,169	–	–	0.03%	161
2022 Q1	$91K	Hold	1,169	–	–	0.03%	164
2021 Q4	$97K	Hold	1,169	–	–	0.03%	164
2021 Q3	$91K	Buy	1,169 +239	+26%	+$19.1K	0.03%	173
2021 Q2	$74K	Hold	930	–	–	0.02%	179
2021 Q1	$69K	Sell	930 -138	-13%	-$9.98K	0.02%	181
2020 Q4	$73K	Hold	1,068	–	–	0.03%	172
2020 Q3	$61K	Sell	1,068 -400	-27%	-$22.8K	0.03%	166
2020 Q2	$79K	Sell	1,468 -400	-21%	-$20K	0.03%	159
2020 Q1	$81K	Hold	1,868	–	–	0.04%	146
2019 Q4	$111K	Hold	1,868	–	–	0.05%	139
2019 Q3	$105K	Hold	1,868	–	–	0.05%	131
2019 Q2	$104K	Sell	1,868 -248	-12%	-$13.6K	0.05%	136
2019 Q1	$114K	Hold	2,116	–	–	0.06%	149
2018 Q4	$98K	Buy	+2,116	New	+$107K	0.06%	176

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Global Wealth Management Investment Advisory's IWR Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2024, closing a stake of 930 shares — an estimated $72.3K sold.

Global Wealth Management Investment Advisory first reported a position in IWR in Q4 2018 and held it in 18 quarters. The position peaked at $114K in Q1 2019. 1,253 funds tracked by Wall St. Rank hold IWR as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 930 iShares Russell Mid-Cap ETF shares in Q1 2024, an estimated $72.3K.
Global Wealth Management Investment Advisory first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's iShares Russell Mid-Cap ETF position peaked at $114K in Q1 2019.
1,253 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.