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Investment Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Investment Partners’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 		– Sell
-3,476
Closed -$234K – 142
2022
Q4 		$234K Sell
3,476
-1,265
-27% -$85.3K 0.12% 131
2022
Q3 		$295K Buy
4,741
+1,271
+37% +$87.4K 0.09% 197
2022
Q2 		$224K Buy
3,470
+2
+0.1% +$142 0.11% 143
2022
Q1 		$271K Buy
3,468
+1
+0% +$77 0.11% 136
2021
Q4 		$288K Buy
3,467
+2
+0.1% +$164 0.12% 138
2021
Q3 		$271K Buy
3,465
+2
+0.1% +$160 0.12% 140
2021
Q2 		$274K Buy
+3,463
New +$269K 0.13% 137
2019
Q3 		– Sell
-4,925
Closed -$275K – 152
2019
Q2 		$275K Sell
4,925
-1,355
-22% -$74.3K 0.2% 112
2019
Q1 		$339K Buy
6,280
+21
+0.3% +$1.09K 0.25% 86
2018
Q4 		$291K Buy
6,259
+63
+1% +$3.18K 0.25% 90
2018
Q3 		$210 Buy
6,196
+24
+0.4% +$1.31K 0.12% 110
2018
Q2 		$327K Buy
6,172
+1,036
+20% +$54.5K 0.24% 88
2018
Q1 		$265K Sell
5,136
-1,700
-25% -$89.6K 0.2% 118
2017
Q4 		$356K Buy
6,836
+2,664
+64% +$135K 0.26% 86
2017
Q3 		$206K Buy
+4,172
New +$201K 0.18% 115
2015
Q2 		– Sell
-252
Closed -$11K – 114
2015
Q1 		$11K Buy
+252
New +$10.7K 0.01% 143

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

Investment Partners's IWR Position: Q1 2023 in Review

Investment Partners sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2023, closing a stake of 3,476 shares — an estimated $234K sold.

Investment Partners first reported a position in IWR in Q1 2015 and held it in 16 quarters. The position peaked at $356K in Q4 2017. 1,121 funds tracked by Wall St. Rank hold IWR as of Q1 2023.

  • Investment Partners reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Investment Partners sold 3,476 iShares Russell Mid-Cap ETF shares in Q1 2023, an estimated $234K.
  • Investment Partners first reported a position in iShares Russell Mid-Cap ETF in Q1 2015 and held it in 16 quarters.
  • Investment Partners's iShares Russell Mid-Cap ETF position peaked at $356K in Q4 2017.
  • 1,121 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2023.

Based on Investment Partners's 13F filing for Q1 2023, filed 8 May 2023.