HC Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

HC Financial 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
2022 Q2	$1.03M	Hold	15,975	–	–	0.69%	50
2022 Q1	$1.25M	Hold	15,975	–	–	0.74%	50
2021 Q4	$1.33M	Sell	15,975 -25	-0.2%	-$2.05K	0.74%	49
2021 Q3	$1.25M	Sell	16,000 -800	-5%	-$64.1K	0.75%	48
2021 Q2	$1.33M	Hold	16,800	–	–	0.78%	47
2021 Q1	$1.24M	Hold	16,800	–	–	0.76%	47
2020 Q4	$1.15M	Hold	16,800	–	–	0.74%	47
2020 Q3	$964K	Hold	16,800	–	–	0.69%	48
2020 Q2	$900K	Hold	16,800	–	–	0.7%	50
2020 Q1	$725K	Hold	16,800	–	–	0.65%	50
2019 Q4	$1M	Hold	16,800	–	–	0.79%	51
2019 Q3	$940K	Hold	16,800	–	–	0.81%	51
2019 Q2	$939K	Hold	16,800	–	–	0.94%	42
2019 Q1	$906K	Buy	+16,800	New	+$870K	0.95%	41

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

HC Financial Advisors's IWR Position: Q2 2022 in Review

HC Financial Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2022 at 15,975 shares worth $1.03M. The position accounts for 0.69% of the portfolio, ranked #50.

HC Financial Advisors first reported a position in IWR in Q1 2019 and has held it in 14 quarters since. The position peaked at $1.33M in Q2 2021. 1,078 funds tracked by Wall St. Rank hold IWR as of Q2 2022.

HC Financial Advisors held 15,975 shares of iShares Russell Mid-Cap ETF worth $1.03M as of Q2 2022.
HC Financial Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2022.
iShares Russell Mid-Cap ETF made up 0.69% of HC Financial Advisors's portfolio in Q2 2022, its #50 holding.
HC Financial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2019 and has held it in 14 quarters since.
HC Financial Advisors's iShares Russell Mid-Cap ETF position peaked at $1.33M in Q2 2021.
1,078 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.