Migdal Insurance & Financial Holdings’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Migdal Insurance & Financial Holdings’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 Q1	–	Sell	-2,960	Closed	-$200K	–	542
2022 Q4	$200K	Hold	2,960	–	–	﹤0.01%	217
2022 Q3	$184K	Hold	2,960	–	–	﹤0.01%	223
2022 Q2	$191K	Hold	2,960	–	–	﹤0.01%	236
2022 Q1	$231K	Hold	2,960	–	–	﹤0.01%	261
2021 Q4	$246K	Hold	2,960	–	–	﹤0.01%	281
2021 Q3	$232K	Buy	+2,960	New	+$237K	﹤0.01%	280

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 $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

Migdal Insurance & Financial Holdings's IWR Position: Q1 2023 in Review

Migdal Insurance & Financial Holdings sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2023, closing a stake of 2,960 shares — an estimated $200K sold.

Migdal Insurance & Financial Holdings first reported a position in IWR in Q3 2021 and held it in 6 quarters. The position peaked at $246K in Q4 2021. 1,121 funds tracked by Wall St. Rank hold IWR as of Q1 2023.

Migdal Insurance & Financial Holdings reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 2,960 iShares Russell Mid-Cap ETF shares in Q1 2023, an estimated $200K.
Migdal Insurance & Financial Holdings first reported a position in iShares Russell Mid-Cap ETF in Q3 2021 and held it in 6 quarters.
Migdal Insurance & Financial Holdings's iShares Russell Mid-Cap ETF position peaked at $246K in Q4 2021.
1,121 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2023.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2023, filed 1 May 2023.