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

Outlook 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	–	Sell	-10,732	Closed	-$667K	–	191
2022 Q3	$667K	Sell	10,732 -255	-2%	-$17.5K	0.3%	85
2022 Q2	$710K	Sell	10,987 -760	-6%	-$54.1K	0.29%	90
2022 Q1	$916K	Sell	11,747 -106	-0.9%	-$8.16K	0.31%	77
2021 Q4	$984K	Sell	11,853 -606	-5%	-$49.7K	0.29%	75
2021 Q3	$975K	Sell	12,459 -1,342	-10%	-$108K	0.32%	77
2021 Q2	$1.09M	Sell	13,801 -494	-3%	-$38.3K	0.35%	72
2021 Q1	$1.06M	Sell	14,295 -191	-1%	-$13.8K	0.37%	68
2020 Q4	$993K	Sell	14,486 -413	-3%	-$26.3K	0.36%	69
2020 Q3	$855K	Sell	14,899 -1,216	-8%	-$69.2K	0.34%	63
2020 Q2	$864K	Sell	16,115 -715	-4%	-$35.8K	0.37%	63
2020 Q1	$727K	Buy	16,830 +3,950	+31%	+$217K	0.41%	57
2019 Q4	$768K	Sell	12,880 -29	-0.2%	-$1.67K	0.43%	47
2019 Q3	$722K	Buy	+12,909	New	+$722K	0.43%	51

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

Outlook Wealth Advisors's IWR Position: Q4 2022 in Review

Outlook Wealth Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2022, closing a stake of 10,732 shares — an estimated $667K sold.

Outlook Wealth Advisors first reported a position in IWR in Q3 2019 and held it in 13 quarters. The position peaked at $1.09M in Q2 2021. 1,140 funds tracked by Wall St. Rank hold IWR as of Q4 2022.

Outlook Wealth Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
Outlook Wealth Advisors sold 10,732 iShares Russell Mid-Cap ETF shares in Q4 2022, an estimated $667K.
Outlook Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2019 and held it in 13 quarters.
Outlook Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $1.09M in Q2 2021.
1,140 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2022.

Based on Outlook Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.