Lynch & Associates’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Lynch & Associates’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 Q3	–	Sell	-4,513	Closed	-$292K	–	104
2022 Q2	$292K	Sell	4,513 -4,566	-50%	-$325K	0.08%	89
2022 Q1	$709K	Sell	9,079 -591	-6%	-$45.5K	0.17%	73
2021 Q4	$803K	Sell	9,670 -378	-4%	-$31K	0.19%	71
2021 Q3	$786K	Sell	10,048 -207	-2%	-$16.6K	0.2%	71
2021 Q2	$813K	Sell	10,255 -1,864	-15%	-$145K	0.21%	70
2021 Q1	$896K	Hold	12,119	–	–	0.24%	67
2020 Q4	$831K	Sell	12,119 -1,025	-8%	-$65.3K	0.23%	68
2020 Q3	$754K	Sell	13,144 -450	-3%	-$25.6K	0.23%	66
2020 Q2	$729K	Sell	13,594 -978	-7%	-$49K	0.24%	67
2020 Q1	$629K	Buy	+14,572	New	+$802K	0.23%	66
2019 Q2	–	Sell	-4,142	Closed	-$223K	–	95
2019 Q1	$223K	Sell	4,142 -807	-16%	-$41.8K	0.07%	89
2018 Q4	$230K	Buy	+4,949	New	+$250K	0.09%	84

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

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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Lynch & Associates's IWR Position: Q3 2022 in Review

Lynch & Associates sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2022, closing a stake of 4,513 shares — an estimated $292K sold.

Lynch & Associates first reported a position in IWR in Q4 2018 and held it in 12 quarters. The position peaked at $896K in Q1 2021. 1,060 funds tracked by Wall St. Rank hold IWR as of Q3 2022.

Lynch & Associates reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
Lynch & Associates sold 4,513 iShares Russell Mid-Cap ETF shares in Q3 2022, an estimated $292K.
Lynch & Associates first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and held it in 12 quarters.
Lynch & Associates's iShares Russell Mid-Cap ETF position peaked at $896K in Q1 2021.
1,060 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2022.

Based on Lynch & Associates's 13F filing for Q3 2022, filed 3 Oct 2022.