Investors Asset Management of Georgia’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,600
Closed -$99K 352
2022
Q3
$99K Hold
1,600
0.05% 207
2022
Q2
$103K Buy
+1,600
New +$114K 0.05% 197

Other funds holding IWR

Investors Asset Management of Georgia's IWR Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2022, closing a stake of 1,600 shares — an estimated $99K sold.

Investors Asset Management of Georgia first reported a position in IWR in Q2 2022 and held it in 2 quarters. The position peaked at $103K in Q2 2022. 1,140 funds tracked by Wall St. Rank hold IWR as of Q4 2022.

  • Investors Asset Management of Georgia reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 1,600 iShares Russell Mid-Cap ETF shares in Q4 2022, an estimated $99K.
  • Investors Asset Management of Georgia first reported a position in iShares Russell Mid-Cap ETF in Q2 2022 and held it in 2 quarters.
  • Investors Asset Management of Georgia's iShares Russell Mid-Cap ETF position peaked at $103K in Q2 2022.
  • 1,140 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.