Karn Couzens & Associates’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Karn Couzens & Associates’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 Q1	$362K	Sell	4,641 -205	-4%	-$15.8K	0.23%	60
2021 Q4	$402K	Hold	4,846	–	–	0.28%	51
2021 Q3	$379K	Sell	4,846 -90	-2%	-$7.21K	0.29%	48
2021 Q2	$391K	Hold	4,936	–	–	0.3%	45
2021 Q1	$365K	Hold	4,936	–	–	0.33%	43
2020 Q4	$338K	Buy	+4,936	New	+$314K	0.32%	42

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

Karn Couzens & Associates's IWR Position: Q1 2022 in Review

Karn Couzens & Associates reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4.2% in Q1 2022, selling an estimated $15.8K and leaving 4,641 shares worth $362K. The position accounts for 0.23% of the portfolio, ranked #60.

Karn Couzens & Associates first reported a position in IWR in Q4 2020 and has held it in 6 quarters since. The position peaked at $402K in Q4 2021. 1,128 funds tracked by Wall St. Rank hold IWR as of Q1 2022.

Karn Couzens & Associates held 4,641 shares of iShares Russell Mid-Cap ETF worth $362K as of Q1 2022.
Karn Couzens & Associates sold 205 iShares Russell Mid-Cap ETF shares in Q1 2022, an estimated $15.8K.
iShares Russell Mid-Cap ETF made up 0.23% of Karn Couzens & Associates's portfolio in Q1 2022, its #60 holding.
Karn Couzens & Associates first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 6 quarters since.
Karn Couzens & Associates's iShares Russell Mid-Cap ETF position peaked at $402K in Q4 2021.
1,128 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2022.

Based on Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.