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

Lake Point 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
2022 Q2	$23K	Hold	348	–	–	0.01%	109
2022 Q1	$27K	Hold	348	–	–	0.01%	99
2021 Q4	$29K	Hold	348	–	–	0.01%	97
2021 Q3	$27K	Hold	348	–	–	0.01%	91
2021 Q2	$28K	Buy	+348	New	+$27K	0.01%	98
2020 Q1	$15K	Hold	348	–	–	0.01%	90
2019 Q4	$21K	Buy	+348	New	+$20K	0.01%	202
2019 Q1	–	Sell	-348	Closed	-$16K	–	770
2018 Q4	$16K	Buy	+348	New	+$17.6K	0.01%	381

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

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

Lake Point Wealth Management's IWR Position: Q2 2022 in Review

Lake Point Wealth Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2022 at 348 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #109.

Lake Point Wealth Management first reported a position in IWR in Q4 2018 and has held it in 8 quarters since. The position peaked at $29K in Q4 2021. 1,078 funds tracked by Wall St. Rank hold IWR as of Q2 2022.

Lake Point Wealth Management held 348 shares of iShares Russell Mid-Cap ETF worth $23K as of Q2 2022.
Lake Point Wealth Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2022.
iShares Russell Mid-Cap ETF made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #109 holding.
Lake Point Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 8 quarters since.
Lake Point Wealth Management's iShares Russell Mid-Cap ETF position peaked at $29K in Q4 2021.
1,078 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.