Linker Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Linker Capital 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
2023 Q2	$713K	Hold	9,769	–	–	0.73%	23
2023 Q1	$683K	Hold	9,769	–	–	0.75%	23
2022 Q4	$659K	Hold	9,769	–	–	0.76%	24
2022 Q3	$607K	Hold	9,769	–	–	0.75%	24
2022 Q2	$632K	Hold	9,769	–	–	0.79%	24
2022 Q1	$762K	Hold	9,769	–	–	0.76%	24
2021 Q4	$811K	Buy	+9,769	New	+$802K	0.78%	24

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Linker Capital Management's IWR Position: Q2 2023 in Review

Linker Capital Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2023 at 9,769 shares worth $713K. The position accounts for 0.73% of the portfolio, ranked #23.

Linker Capital Management first reported a position in IWR in Q4 2021 and has held it in 7 quarters since. The position peaked at $811K in Q4 2021. 1,144 funds tracked by Wall St. Rank hold IWR as of Q2 2023.

Linker Capital Management held 9,769 shares of iShares Russell Mid-Cap ETF worth $713K as of Q2 2023.
Linker Capital Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2023.
iShares Russell Mid-Cap ETF made up 0.73% of Linker Capital Management's portfolio in Q2 2023, its #23 holding.
Linker Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 7 quarters since.
Linker Capital Management's iShares Russell Mid-Cap ETF position peaked at $811K in Q4 2021.
1,144 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2023.

Based on Linker Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.