Oak Point Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
Other funds holding IWR
TF
Oak Point Wealth Management's IWR Position: Q1 2018 in Review
Oak Point Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 37% in Q1 2018, buying an estimated $209K and bringing the position to 14,772 shares worth $747K. The position accounts for 0.76% of the portfolio, ranked #42.
Oak Point Wealth Management first reported a position in IWR in Q4 2017 and has held it in 2 quarters since. 674 funds tracked by Wall St. Rank hold IWR as of Q1 2018.
- Oak Point Wealth Management held 14,772 shares of iShares Russell Mid-Cap ETF worth $747K as of Q1 2018.
- Oak Point Wealth Management bought 3,972 iShares Russell Mid-Cap ETF shares in Q1 2018, an estimated $209K.
- iShares Russell Mid-Cap ETF made up 0.76% of Oak Point Wealth Management's portfolio in Q1 2018, its #42 holding.
- Oak Point Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and has held it in 2 quarters since.
- 674 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2018.
Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.