Legacy CG’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Legacy CG’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	–	Sell	-124,112	Closed	-$10.3M	–	65
2021 Q4	$10.3M	Buy	+124,112	New	+$10.2M	6.2%	2

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

Legacy CG's IWR Position: Q1 2022 in Review

Legacy CG sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2022, closing a stake of 124,112 shares — an estimated $10.3M sold.

Legacy CG first reported a position in IWR in Q4 2021 and held it in 1 quarter. The position peaked at $10.3M in Q4 2021. 1,128 funds tracked by Wall St. Rank hold IWR as of Q1 2022.

Legacy CG reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
Legacy CG sold 124,112 iShares Russell Mid-Cap ETF shares in Q1 2022, an estimated $10.3M.
Legacy CG first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and held it in 1 quarter.
Legacy CG's iShares Russell Mid-Cap ETF position peaked at $10.3M in Q4 2021.
1,128 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2022.

Based on Legacy CG's 13F filing for Q1 2022, filed 4 May 2022.