HFG Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

HFG Wealth Management’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
2023 Q1	$668K	Buy	+9,560	New	+$675K	0.14%	52

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

HFG Wealth Management's IWR Position: Q1 2023 in Review

HFG Wealth Management opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q1 2023: 9,560 shares worth $668K. The stake represents 0.14% of the portfolio and ranks #52 among its holdings.

1,121 funds tracked by Wall St. Rank hold IWR as of Q1 2023.

HFG Wealth Management held 9,560 shares of iShares Russell Mid-Cap ETF worth $668K as of Q1 2023.
iShares Russell Mid-Cap ETF was a new HFG Wealth Management position in Q1 2023.
iShares Russell Mid-Cap ETF made up 0.14% of HFG Wealth Management's portfolio in Q1 2023, its #52 holding.
1,121 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2023.

Based on HFG Wealth Management's 13F filing for Q1 2023, filed 28 Jun 2024.