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Missouri Trust & Investment Company’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Missouri Trust & Investment Company’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
-148
Closed -$12K – 378
2021
Q4 		$12K Buy
+148
New +$12.1K 0.01% 286

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Jones Financial Companies
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Bank of New York Mellon
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Envestnet Asset Management
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Baird Financial Group
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Missouri Trust & Investment Company's IWR Position: Q1 2022 in Review

Missouri Trust & Investment Company sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2022, closing a stake of 148 shares — an estimated $12K sold.

Missouri Trust & Investment Company first reported a position in IWR in Q4 2021 and held it in 1 quarter. The position peaked at $12K in Q4 2021. 1,128 funds tracked by Wall St. Rank hold IWR as of Q1 2022.

  • Missouri Trust & Investment Company reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Missouri Trust & Investment Company sold 148 iShares Russell Mid-Cap ETF shares in Q1 2022, an estimated $12K.
  • Missouri Trust & Investment Company first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and held it in 1 quarter.
  • Missouri Trust & Investment Company's iShares Russell Mid-Cap ETF position peaked at $12K in Q4 2021.
  • 1,128 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2022.

Based on Missouri Trust & Investment Company's 13F filing for Q1 2022, filed 10 May 2022.