Lloyd Advisory Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Lloyd Advisory Services’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	–	Sell	-3,404	Closed	-$266K	–	315
2022 Q1	$266K	Buy	3,404 +59	+2%	+$4.54K	0.12%	71
2021 Q4	$278K	Buy	3,345 +180	+6%	+$14.8K	0.13%	64
2021 Q3	$248K	Buy	3,165 +312	+11%	+$25K	0.13%	66
2021 Q2	$226K	Buy	2,853 +966	+51%	+$74.9K	0.11%	70
2021 Q1	$140K	Buy	1,887 +185	+11%	+$13.4K	0.08%	85
2020 Q4	$117K	Buy	1,702 +214	+14%	+$13.6K	0.06%	75
2020 Q3	$85K	Sell	1,488 -398	-21%	-$22.7K	0.05%	83
2020 Q2	$101K	Sell	1,886 -1,012	-35%	-$50.7K	0.06%	79
2020 Q1	$125K	Buy	2,898 +915	+46%	+$50.4K	0.09%	67
2019 Q4	$118K	Buy	+1,983	New	+$114K	0.11%	86

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

Lloyd Advisory Services's IWR Position: Q2 2022 in Review

Lloyd Advisory Services sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2022, closing a stake of 3,404 shares — an estimated $266K sold.

Lloyd Advisory Services first reported a position in IWR in Q4 2019 and held it in 10 quarters. The position peaked at $278K in Q4 2021. 1,078 funds tracked by Wall St. Rank hold IWR as of Q2 2022.

Lloyd Advisory Services reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
Lloyd Advisory Services sold 3,404 iShares Russell Mid-Cap ETF shares in Q2 2022, an estimated $266K.
Lloyd Advisory Services first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and held it in 10 quarters.
Lloyd Advisory Services's iShares Russell Mid-Cap ETF position peaked at $278K in Q4 2021.
1,078 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.