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Meristem Family Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Meristem Family Wealth’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 		$981K Hold
12,568
– – 0.11% 110
2021
Q4 		$1.04M Hold
12,568
– – 0.09% 127
2021
Q3 		$983K Buy
+12,568
New +$1.01M 0.09% 136

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Meristem Family Wealth's IWR Position: Q1 2022 in Review

Meristem Family Wealth held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2022 at 12,568 shares worth $981K. The position accounts for 0.11% of the portfolio, ranked #110.

Meristem Family Wealth first reported a position in IWR in Q3 2021 and has held it in 3 quarters since. The position peaked at $1.04M in Q4 2021. 1,129 funds tracked by Wall St. Rank hold IWR as of Q1 2022.

  • Meristem Family Wealth held 12,568 shares of iShares Russell Mid-Cap ETF worth $981K as of Q1 2022.
  • Meristem Family Wealth left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2022.
  • iShares Russell Mid-Cap ETF made up 0.11% of Meristem Family Wealth's portfolio in Q1 2022, its #110 holding.
  • Meristem Family Wealth first reported a position in iShares Russell Mid-Cap ETF in Q3 2021 and has held it in 3 quarters since.
  • Meristem Family Wealth's iShares Russell Mid-Cap ETF position peaked at $1.04M in Q4 2021.
  • 1,129 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.