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

Opal 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
2024
Q3 		– Sell
-209
Closed -$16.9K – 688
2024
Q2 		$16.9K Buy
+209
New +$17K 0.01% 548
2024
Q1 		– Sell
-9,660
Closed -$751K – 355
2023
Q4 		$751K Buy
+9,660
New +$686K 0.3% 55
2023
Q1 		– Sell
-10,986
Closed -$741K – 129
2022
Q4 		$741K Buy
10,986
+7,603
+225% +$513K 0.41% 38
2022
Q3 		$210K Sell
3,383
-427
-11% -$29.4K 0.15% 92
2022
Q2 		$246K Buy
+3,810
New +$271K 0.16% 85

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Opal Wealth Advisors's IWR Position: Q3 2024 in Review

Opal Wealth Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2024, closing a stake of 209 shares — an estimated $16.9K sold.

Opal Wealth Advisors first reported a position in IWR in Q2 2022 and held it in 5 quarters. The position peaked at $751K in Q4 2023. 1,292 funds tracked by Wall St. Rank hold IWR as of Q3 2024.

  • Opal Wealth Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 209 iShares Russell Mid-Cap ETF shares in Q3 2024, an estimated $16.9K.
  • Opal Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2022 and held it in 5 quarters.
  • Opal Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $751K in Q4 2023.
  • 1,292 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.