LWS Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

LWS Wealth Advisors’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 Q4	$298K	Sell	3,835 -83	-2%	-$5.9K	0.11%	54
2023 Q3	$271K	Buy	3,918 +22	+0.6%	+$1.6K	0.12%	50
2023 Q2	$284K	Buy	3,896 +7	+0.2%	+$487	0.12%	48
2023 Q1	$272K	Sell	3,889 -633	-14%	-$44.7K	0.11%	49
2022 Q4	$305K	Sell	4,522 -3,953	-47%	-$267K	0.13%	49
2022 Q3	$527K	Sell	8,475 -2,013	-19%	-$138K	0.2%	43
2022 Q2	$678K	Buy	+10,488	New	+$747K	0.32%	41
2020 Q1	–	Sell	-2,937	Closed	-$175K	–	65
2019 Q4	$175K	Buy	+2,937	New	+$169K	0.09%	57

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

LWS Wealth Advisors's IWR Position: Q4 2023 in Review

LWS Wealth Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.1% in Q4 2023, selling an estimated $5.9K and leaving 3,835 shares worth $298K. The position accounts for 0.11% of the portfolio, ranked #54.

LWS Wealth Advisors first reported a position in IWR in Q4 2019 and has held it in 8 quarters since. The position peaked at $678K in Q2 2022. 1,246 funds tracked by Wall St. Rank hold IWR as of Q4 2023.

LWS Wealth Advisors held 3,835 shares of iShares Russell Mid-Cap ETF worth $298K as of Q4 2023.
LWS Wealth Advisors sold 83 iShares Russell Mid-Cap ETF shares in Q4 2023, an estimated $5.9K.
iShares Russell Mid-Cap ETF made up 0.11% of LWS Wealth Advisors's portfolio in Q4 2023, its #54 holding.
LWS Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 8 quarters since.
LWS Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $678K in Q2 2022.
1,246 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2023.

Based on LWS Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.