Palladium Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Palladium Partners’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 Q1	$243K	Sell	3,116 -654	-17%	-$50.3K	0.01%	302
2021 Q4	$313K	Hold	3,770	–	–	0.01%	288
2021 Q3	$295K	Buy	3,770 +522	+16%	+$41.8K	0.01%	252
2021 Q2	$257K	Hold	3,248	–	–	0.01%	257
2021 Q1	$240K	Hold	3,248	–	–	0.01%	258
2020 Q4	$223K	Buy	+3,248	New	+$207K	0.01%	241
2014 Q2	–	Sell	-1,468	Closed	-$57K	–	354
2014 Q1	$57K	Buy	+1,468	New	+$55.7K	0.01%	331
2013 Q4	–	Sell	-700	Closed	-$24K	–	353
2013 Q3	$24K	Sell	700 -488	-41%	-$16.7K	﹤0.01%	406
2013 Q2	$39K	Buy	+1,188	New	+$38.5K	﹤0.01%	363

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Palladium Partners's IWR Position: Q1 2022 in Review

Palladium Partners reduced its iShares Russell Mid-Cap ETF (IWR) stake by 17% in Q1 2022, selling an estimated $50.3K and leaving 3,116 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #302.

Palladium Partners first reported a position in IWR in Q2 2013 and has held it in 9 quarters since. The position peaked at $313K in Q4 2021. 1,128 funds tracked by Wall St. Rank hold IWR as of Q1 2022.

Palladium Partners held 3,116 shares of iShares Russell Mid-Cap ETF worth $243K as of Q1 2022.
Palladium Partners sold 654 iShares Russell Mid-Cap ETF shares in Q1 2022, an estimated $50.3K.
iShares Russell Mid-Cap ETF made up 0.01% of Palladium Partners's portfolio in Q1 2022, its #302 holding.
Palladium Partners first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 9 quarters since.
Palladium Partners's iShares Russell Mid-Cap ETF position peaked at $313K in Q4 2021.
1,128 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2022.

Based on Palladium Partners's 13F filing for Q1 2022, filed 26 Apr 2022.