Kraft Davis & Associates’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Kraft Davis & 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 Q4	$242K	Buy	+3,290	New	+$222K	0.1%	83

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

Kraft Davis & Associates's IWR Position: Q4 2022 in Review

Kraft Davis & Associates opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q4 2022: 3,290 shares worth $242K. The stake represents 0.1% of the portfolio and ranks #83 among its holdings.

1,140 funds tracked by Wall St. Rank hold IWR as of Q4 2022.

Kraft Davis & Associates held 3,290 shares of iShares Russell Mid-Cap ETF worth $242K as of Q4 2022.
iShares Russell Mid-Cap ETF was a new Kraft Davis & Associates position in Q4 2022.
iShares Russell Mid-Cap ETF made up 0.1% of Kraft Davis & Associates's portfolio in Q4 2022, its #83 holding.
1,140 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2022.

Based on Kraft Davis & Associates's 13F filing for Q4 2022, filed 15 Feb 2023.