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Heritage Wealth Management (Arizona)’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$5.94K Buy
88
+44
+100% +$2.97K ﹤0.01% 855
2022
Q3 		$3K Buy
44
+16
+57% +$1.1K ﹤0.01% 827
2022
Q2 		$1.81K Sell
28
-757
-96% -$53.9K ﹤0.01% 893
2022
Q1 		$61K Buy
+785
New +$60.4K 0.02% 442

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Heritage Wealth Management (Arizona)'s IWR Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares Russell Mid-Cap ETF (IWR) stake by 100% in Q4 2022, buying an estimated $2.97K and bringing the position to 88 shares worth $5.94K. The position accounts for ﹤0.01% of the portfolio, ranked #855.

Heritage Wealth Management (Arizona) first reported a position in IWR in Q1 2022 and has held it in 4 quarters since. The position peaked at $61K in Q1 2022. 1,140 funds tracked by Wall St. Rank hold IWR as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 88 shares of iShares Russell Mid-Cap ETF worth $5.94K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 44 iShares Russell Mid-Cap ETF shares in Q4 2022, an estimated $2.97K.
  • iShares Russell Mid-Cap ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #855 holding.
  • Heritage Wealth Management (Arizona) first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and has held it in 4 quarters since.
  • Heritage Wealth Management (Arizona)'s iShares Russell Mid-Cap ETF position peaked at $61K in Q1 2022.
  • 1,140 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.