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Onyx Bridge Wealth Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Onyx Bridge Wealth Group’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 		– Sell
-3,751
Closed -$234K – 201
2022
Q3 		$234K Sell
3,751
-872
-19% -$60K 0.11% 133
2022
Q2 		$315K Buy
+4,623
New +$329K 0.14% 97

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Onyx Bridge Wealth Group's IWR Position: Q4 2022 in Review

Onyx Bridge Wealth Group sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2022, closing a stake of 3,751 shares — an estimated $234K sold.

Onyx Bridge Wealth Group first reported a position in IWR in Q2 2022 and held it in 2 quarters. The position peaked at $315K in Q2 2022. 1,140 funds tracked by Wall St. Rank hold IWR as of Q4 2022.

  • Onyx Bridge Wealth Group reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 3,751 iShares Russell Mid-Cap ETF shares in Q4 2022, an estimated $234K.
  • Onyx Bridge Wealth Group first reported a position in iShares Russell Mid-Cap ETF in Q2 2022 and held it in 2 quarters.
  • Onyx Bridge Wealth Group's iShares Russell Mid-Cap ETF position peaked at $315K in Q2 2022.
  • 1,140 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2022.

Based on Onyx Bridge Wealth Group's 13F filing for Q4 2022, filed 11 Jan 2023.