Mountain Capital Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Mountain Capital Investment 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	-53,874	Closed	-$3.77M	–	75
2023 Q1	$3.77M	Sell	53,874 -57,825	-52%	-$4.08M	1.66%	9
2022 Q4	$7.79M	Buy	111,699 +2,009	+2%	+$135K	3.54%	7
2022 Q3	$6.99M	Sell	109,690 -3,746	-3%	-$258K	3.66%	7
2022 Q2	$7.58M	Buy	113,436 +8,001	+8%	+$570K	3.79%	7
2022 Q1	$8.05M	Buy	+105,435	New	+$8.12M	3.8%	7

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

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

Mountain Capital Investment Advisors's IWR Position: Q2 2023 in Review

Mountain Capital Investment Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2023, closing a stake of 53,874 shares — an estimated $3.77M sold.

Mountain Capital Investment Advisors first reported a position in IWR in Q1 2022 and held it in 5 quarters. The position peaked at $8.05M in Q1 2022. 1,144 funds tracked by Wall St. Rank hold IWR as of Q2 2023.

Mountain Capital Investment Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
Mountain Capital Investment Advisors sold 53,874 iShares Russell Mid-Cap ETF shares in Q2 2023, an estimated $3.77M.
Mountain Capital Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and held it in 5 quarters.
Mountain Capital Investment Advisors's iShares Russell Mid-Cap ETF position peaked at $8.05M in Q1 2022.
1,144 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2023.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.