Graves Light Lenhart Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Graves Light Lenhart Wealth’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	–	Sell	-552	Closed	-$36K	–	366
2022 Q2	$36K	Hold	552	–	–	0.01%	339
2022 Q1	$43K	Hold	552	–	–	0.01%	368
2021 Q4	$46K	Hold	552	–	–	0.01%	407
2021 Q3	$43K	Hold	552	–	–	0.01%	394
2021 Q2	$44K	Hold	552	–	–	0.01%	397
2021 Q1	$41K	Hold	552	–	–	0.01%	407
2020 Q4	$38K	Buy	+552	New	+$35.2K	0.01%	407

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

Graves Light Lenhart Wealth's IWR Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2022, closing a stake of 552 shares — an estimated $36K sold.

Graves Light Lenhart Wealth first reported a position in IWR in Q4 2020 and held it in 7 quarters. The position peaked at $46K in Q4 2021. 1,060 funds tracked by Wall St. Rank hold IWR as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 552 iShares Russell Mid-Cap ETF shares in Q3 2022, an estimated $36K.
Graves Light Lenhart Wealth first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's iShares Russell Mid-Cap ETF position peaked at $46K in Q4 2021.
1,060 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.