Leo Brokerage’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Leo Brokerage’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 Q2	$1.37M	Buy	18,761 +50	+0.3%	+$3.48K	0.16%	102
2023 Q1	$1.31M	Buy	+18,711	New	+$1.32M	0.2%	101
2022 Q2	–	Sell	-35,174	Closed	-$2.75M	–	220
2022 Q1	$2.75M	Buy	+35,174	New	+$2.71M	0.44%	45

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Leo Brokerage's IWR Position: Q2 2023 in Review

Leo Brokerage increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.27% in Q2 2023, buying an estimated $3.48K and bringing the position to 18,761 shares worth $1.37M. The position accounts for 0.16% of the portfolio, ranked #102.

Leo Brokerage first reported a position in IWR in Q1 2022 and has held it in 3 quarters since. The position peaked at $2.75M in Q1 2022. 1,144 funds tracked by Wall St. Rank hold IWR as of Q2 2023.

Leo Brokerage held 18,761 shares of iShares Russell Mid-Cap ETF worth $1.37M as of Q2 2023.
Leo Brokerage bought 50 iShares Russell Mid-Cap ETF shares in Q2 2023, an estimated $3.48K.
iShares Russell Mid-Cap ETF made up 0.16% of Leo Brokerage's portfolio in Q2 2023, its #102 holding.
Leo Brokerage first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and has held it in 3 quarters since.
Leo Brokerage's iShares Russell Mid-Cap ETF position peaked at $2.75M in Q1 2022.
1,144 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.