Marshall Financial Group (Pennsylvania)’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Marshall Financial Group (Pennsylvania)’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 Q1	–	Sell	-2,667	Closed	-$221K	–	60
2021 Q4	$221K	Sell	2,667 -972	-27%	-$79.8K	0.09%	56
2021 Q3	$285K	Hold	3,639	–	–	0.12%	49
2021 Q2	$288K	Hold	3,639	–	–	0.12%	50
2021 Q1	$269K	Hold	3,639	–	–	0.12%	50
2020 Q4	$249K	Hold	3,639	–	–	0.12%	50
2020 Q3	$209K	Buy	+3,639	New	+$207K	0.12%	49
2020 Q1	–	Sell	-3,639	Closed	-$217K	–	48
2019 Q4	$217K	Hold	3,639	–	–	0.15%	49
2019 Q3	$204K	Hold	3,639	–	–	0.16%	47
2019 Q2	$203K	Buy	+3,639	New	+$200K	0.15%	49

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Marshall Financial Group (Pennsylvania)'s IWR Position: Q1 2022 in Review

Marshall Financial Group (Pennsylvania) sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2022, closing a stake of 2,667 shares — an estimated $221K sold.

Marshall Financial Group (Pennsylvania) first reported a position in IWR in Q2 2019 and held it in 9 quarters. The position peaked at $288K in Q2 2021. 1,128 funds tracked by Wall St. Rank hold IWR as of Q1 2022.

Marshall Financial Group (Pennsylvania) reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
Marshall Financial Group (Pennsylvania) sold 2,667 iShares Russell Mid-Cap ETF shares in Q1 2022, an estimated $221K.
Marshall Financial Group (Pennsylvania) first reported a position in iShares Russell Mid-Cap ETF in Q2 2019 and held it in 9 quarters.
Marshall Financial Group (Pennsylvania)'s iShares Russell Mid-Cap ETF position peaked at $288K in Q2 2021.
1,128 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2022.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q1 2022, filed 10 May 2022.