Kenfarb & Co’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Kenfarb & Co’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	-1,000	Closed	-$67.5K	–	222
2022 Q4	$67.5K	Hold	1,000	–	–	0.06%	135
2022 Q3	$62K	Hold	1,000	–	–	0.06%	133
2022 Q2	$78K	Hold	1,000	–	–	0.06%	128
2022 Q1	$78K	Hold	1,000	–	–	0.06%	128
2021 Q4	$83K	Buy	+1,000	New	+$82.1K	0.06%	128

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

Kenfarb & Co's IWR Position: Q1 2023 in Review

Kenfarb & Co sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2023, closing a stake of 1,000 shares — an estimated $67.5K sold.

Kenfarb & Co first reported a position in IWR in Q4 2021 and held it in 5 quarters. The position peaked at $83K in Q4 2021. 1,121 funds tracked by Wall St. Rank hold IWR as of Q1 2023.

Kenfarb & Co reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
Kenfarb & Co sold 1,000 iShares Russell Mid-Cap ETF shares in Q1 2023, an estimated $67.5K.
Kenfarb & Co first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and held it in 5 quarters.
Kenfarb & Co's iShares Russell Mid-Cap ETF position peaked at $83K in Q4 2021.
1,121 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2023.

Based on Kenfarb & Co's 13F filing for Q1 2023, filed 15 May 2023.