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

Milestone 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
Q3 		$116K Hold
1,872
– – 0.13% 70
2022
Q2 		$121K Hold
1,872
– – 0.13% 72
2022
Q1 		$155K Hold
1,872
– – 0.13% 69
2021
Q4 		$155K Buy
+1,872
New +$154K 0.12% 69

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Milestone Wealth's IWR Position: Q3 2022 in Review

Milestone Wealth held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2022 at 1,872 shares worth $116K. The position accounts for 0.13% of the portfolio, ranked #70.

Milestone Wealth first reported a position in IWR in Q4 2021 and has held it in 4 quarters since. The position peaked at $155K in Q1 2022. 1,061 funds tracked by Wall St. Rank hold IWR as of Q3 2022.

  • Milestone Wealth held 1,872 shares of iShares Russell Mid-Cap ETF worth $116K as of Q3 2022.
  • Milestone Wealth left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2022.
  • iShares Russell Mid-Cap ETF made up 0.13% of Milestone Wealth's portfolio in Q3 2022, its #70 holding.
  • Milestone Wealth first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's iShares Russell Mid-Cap ETF position peaked at $155K in Q1 2022.
  • 1,061 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.