New England Guild Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

New England Guild Wealth 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 Q4	$1.04M	Hold	15,432	–	–	0.55%	34
2022 Q3	$959K	Hold	15,432	–	–	0.58%	34
2022 Q2	$998K	Hold	15,432	–	–	0.62%	35
2022 Q1	$1.2M	Hold	15,432	–	–	0.64%	34
2021 Q4	$1.28M	Hold	15,432	–	–	0.64%	34
2021 Q3	$1.21M	Hold	15,432	–	–	0.64%	35
2021 Q2	$1.22M	Hold	15,432	–	–	0.66%	36
2021 Q1	$1.14M	Hold	15,432	–	–	0.64%	35
2020 Q4	$1.06M	Hold	15,432	–	–	0.63%	35
2020 Q3	$885K	Hold	15,432	–	–	0.62%	33
2020 Q2	$827K	Hold	15,432	–	–	0.61%	33
2020 Q1	$666K	Hold	15,432	–	–	0.6%	34
2019 Q4	$920K	Hold	15,432	–	–	0.66%	31
2019 Q3	$863K	Hold	15,432	–	–	0.62%	32
2019 Q2	$862K	Hold	15,432	–	–	0.64%	30
2019 Q1	$833K	Hold	15,432	–	–	0.63%	30
2018 Q4	$717K	Sell	15,432 -560	-4%	-$28.2K	0.6%	30
2018 Q3	$882K	Hold	15,992	–	–	0.8%	26
2018 Q2	$848K	Hold	15,992	–	–	0.77%	26
2018 Q1	$825K	Hold	15,992	–	–	0.78%	25
2017 Q4	$832K	Buy	+15,992	New	+$812K	0.8%	25

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New England Guild Wealth Advisors's IWR Position: Q4 2022 in Review

New England Guild Wealth Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q4 2022 at 15,432 shares worth $1.04M. The position accounts for 0.55% of the portfolio, ranked #34.

New England Guild Wealth Advisors first reported a position in IWR in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.28M in Q4 2021. 1,140 funds tracked by Wall St. Rank hold IWR as of Q4 2022.

New England Guild Wealth Advisors held 15,432 shares of iShares Russell Mid-Cap ETF worth $1.04M as of Q4 2022.
New England Guild Wealth Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q4 2022.
iShares Russell Mid-Cap ETF made up 0.55% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #34 holding.
New England Guild Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and has held it in 21 quarters since.
New England Guild Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $1.28M in Q4 2021.
1,140 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.