LWM Advisory Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
Other funds holding IWR
LWM Advisory Services's IWR Position: Q4 2022 in Review
LWM Advisory Services sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2022, closing a stake of 3,514 shares — an estimated $218K sold.
LWM Advisory Services first reported a position in IWR in Q4 2021 and held it in 4 quarters. The position peaked at $443K in Q4 2021. 1,140 funds tracked by Wall St. Rank hold IWR as of Q4 2022.
- LWM Advisory Services reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
- LWM Advisory Services sold 3,514 iShares Russell Mid-Cap ETF shares in Q4 2022, an estimated $218K.
- LWM Advisory Services first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and held it in 4 quarters.
- LWM Advisory Services's iShares Russell Mid-Cap ETF position peaked at $443K in Q4 2021.
- 1,140 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2022.
Based on LWM Advisory Services's 13F filing for Q4 2022, filed 7 Feb 2023.