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

Janiczek 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 Q3	–	Sell	-378	Closed	-$27.6K	–	1065
2023 Q2	$27.6K	Hold	378	–	–	0.01%	410
2023 Q1	$26.3K	Hold	378	–	–	0.01%	407
2022 Q4	$26.8K	Hold	378	–	–	0.01%	406
2022 Q3	$24K	Hold	378	–	–	0.01%	424
2022 Q2	$27K	Hold	378	–	–	0.01%	421
2022 Q1	$29K	Hold	378	–	–	0.01%	393
2021 Q4	$31K	Hold	378	–	–	0.01%	408
2021 Q3	$30K	Hold	378	–	–	0.01%	383
2021 Q2	$30K	Buy	+378	New	+$29.3K	0.01%	351

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Janiczek Wealth Management's IWR Position: Q3 2023 in Review

Janiczek Wealth Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2023, closing a stake of 378 shares — an estimated $27.6K sold.

Janiczek Wealth Management first reported a position in IWR in Q2 2021 and held it in 9 quarters. The position peaked at $31K in Q4 2021. 1,141 funds tracked by Wall St. Rank hold IWR as of Q3 2023.

Janiczek Wealth Management reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
Janiczek Wealth Management sold 378 iShares Russell Mid-Cap ETF shares in Q3 2023, an estimated $27.6K.
Janiczek Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2021 and held it in 9 quarters.
Janiczek Wealth Management's iShares Russell Mid-Cap ETF position peaked at $31K in Q4 2021.
1,141 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2023.

Based on Janiczek Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.