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Grey Fox Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Grey Fox Wealth Advisors’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
-9,275
Closed -$721K – 127
2023
Q4 		$721K Sell
9,275
-568
-6% -$40.4K 0.31% 51
2023
Q3 		$685K Sell
9,843
-5,030
-34% -$367K 0.34% 53
2023
Q2 		$1.09M Sell
14,873
-500
-3% -$34.8K 0.56% 36
2023
Q1 		$1.07M Sell
15,373
-972
-6% -$68.6K 0.63% 34
2022
Q4 		$1.1M Buy
+16,345
New +$1.1M 0.73% 31

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Grey Fox Wealth Advisors's IWR Position: Q1 2024 in Review

Grey Fox Wealth Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2024, closing a stake of 9,275 shares — an estimated $721K sold.

Grey Fox Wealth Advisors first reported a position in IWR in Q4 2022 and held it in 5 quarters. The position peaked at $1.1M in Q4 2022. 1,253 funds tracked by Wall St. Rank hold IWR as of Q1 2024.

  • Grey Fox Wealth Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 9,275 iShares Russell Mid-Cap ETF shares in Q1 2024, an estimated $721K.
  • Grey Fox Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and held it in 5 quarters.
  • Grey Fox Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $1.1M in Q4 2022.
  • 1,253 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2024.

Based on Grey Fox Wealth Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.