One Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

One 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
2023 Q1	–	Sell	-223	Closed	-$15K	–	403
2022 Q4	$15K	Buy	+223	New	+$15K	﹤0.01%	573
2019 Q1	–	Sell	-15,383	Closed	-$715K	–	574
2018 Q4	$715K	Buy	+15,383	New	+$776K	0.71%	14

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

One Wealth Advisors's IWR Position: Q1 2023 in Review

One Wealth Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2023, closing a stake of 223 shares — an estimated $15K sold.

One Wealth Advisors first reported a position in IWR in Q4 2018 and held it in 2 quarters. The position peaked at $715K in Q4 2018. 1,121 funds tracked by Wall St. Rank hold IWR as of Q1 2023.

One Wealth Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 223 iShares Russell Mid-Cap ETF shares in Q1 2023, an estimated $15K.
One Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and held it in 2 quarters.
One Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $715K in Q4 2018.
1,121 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.