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

MAS 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 Q2	–	Sell	-2,980	Closed	-$208K	–	64
2023 Q1	$208K	Sell	2,980 -3,334	-53%	-$235K	0.2%	76
2022 Q4	$426K	Buy	6,314 +12	+0.2%	+$809	0.4%	48
2022 Q3	$392K	Hold	6,302	–	–	0.26%	61
2022 Q2	$407K	Sell	6,302 -9,442	-60%	-$672K	0.37%	52
2022 Q1	$1.25M	Buy	15,744 +3,000	+24%	+$231K	0.95%	34
2021 Q4	$1.06M	Buy	+12,744	New	+$1.05M	0.77%	42

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

MAS Advisors's IWR Position: Q2 2023 in Review

MAS Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2023, closing a stake of 2,980 shares — an estimated $208K sold.

MAS Advisors first reported a position in IWR in Q4 2021 and held it in 6 quarters. The position peaked at $1.25M in Q1 2022. 1,144 funds tracked by Wall St. Rank hold IWR as of Q2 2023.

MAS Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
MAS Advisors sold 2,980 iShares Russell Mid-Cap ETF shares in Q2 2023, an estimated $208K.
MAS Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and held it in 6 quarters.
MAS Advisors's iShares Russell Mid-Cap ETF position peaked at $1.25M in Q1 2022.
1,144 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2023.

Based on MAS Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.