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

NEIRG Wealth Management’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 Q3	–	Sell	-52,732	Closed	-$3.85M	–	57
2023 Q2	$3.85M	Buy	52,732 +27,953	+113%	+$1.94M	0.71%	39
2023 Q1	$1.73M	Buy	24,779 +745	+3%	+$52.6K	0.3%	69
2022 Q4	$1.62M	Sell	24,034 -20,964	-47%	-$1.41M	0.3%	76
2022 Q3	$2.8M	Sell	44,998 -364	-0.8%	-$25K	0.56%	50
2022 Q2	$2.93M	Buy	45,362 +1,530	+3%	+$109K	0.64%	44
2022 Q1	$3.42M	Buy	43,832 +9,360	+27%	+$720K	0.67%	44
2021 Q4	$2.86M	Buy	+34,472	New	+$2.83M	0.55%	42

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

NEIRG Wealth Management's IWR Position: Q3 2023 in Review

NEIRG Wealth Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2023, closing a stake of 52,732 shares — an estimated $3.85M sold.

NEIRG Wealth Management first reported a position in IWR in Q4 2021 and held it in 7 quarters. The position peaked at $3.85M in Q2 2023. 1,141 funds tracked by Wall St. Rank hold IWR as of Q3 2023.

NEIRG Wealth Management reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
NEIRG Wealth Management sold 52,732 iShares Russell Mid-Cap ETF shares in Q3 2023, an estimated $3.85M.
NEIRG Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and held it in 7 quarters.
NEIRG Wealth Management's iShares Russell Mid-Cap ETF position peaked at $3.85M in Q2 2023.
1,141 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.