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

MSH Capital 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
2022
Q2 		– Sell
-3,911
Closed -$305K – 198
2022
Q1 		$305K Sell
3,911
-117
-3% -$9.01K 0.13% 154
2021
Q4 		$334K Buy
+4,028
New +$331K 0.15% 140

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MSH Capital Advisors's IWR Position: Q2 2022 in Review

MSH Capital Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2022, closing a stake of 3,911 shares — an estimated $305K sold.

MSH Capital Advisors first reported a position in IWR in Q4 2021 and held it in 2 quarters. The position peaked at $334K in Q4 2021. 1,078 funds tracked by Wall St. Rank hold IWR as of Q2 2022.

  • MSH Capital Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • MSH Capital Advisors sold 3,911 iShares Russell Mid-Cap ETF shares in Q2 2022, an estimated $305K.
  • MSH Capital Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and held it in 2 quarters.
  • MSH Capital Advisors's iShares Russell Mid-Cap ETF position peaked at $334K in Q4 2021.
  • 1,078 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2022.

Based on MSH Capital Advisors's 13F filing for Q2 2022, filed 13 Feb 2025.