Parisi Gray Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Parisi Gray Wealth Management’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
2021 Q3	–	Sell	-2,096	Closed	-$166K	–	334
2021 Q2	$166K	Buy	+2,096	New	+$163K	0.06%	139
2019 Q2	–	Sell	-2,484	Closed	-$134K	–	273
2019 Q1	$134K	Hold	2,484	–	–	0.09%	113
2018 Q4	$114K	Hold	2,484	–	–	0.08%	122
2018 Q3	$137K	Hold	2,484	–	–	0.08%	124
2018 Q2	$134K	Hold	2,484	–	–	0.09%	123
2018 Q1	$127K	Hold	2,484	–	–	0.1%	120
2017 Q4	$130K	Buy	+2,484	New	+$126K	0.1%	120

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Parisi Gray Wealth Management's IWR Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2021, closing a stake of 2,096 shares — an estimated $166K sold.

Parisi Gray Wealth Management first reported a position in IWR in Q4 2017 and held it in 7 quarters. The position peaked at $166K in Q2 2021. 1,013 funds tracked by Wall St. Rank hold IWR as of Q3 2021.

Parisi Gray Wealth Management reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 2,096 iShares Russell Mid-Cap ETF shares in Q3 2021, an estimated $166K.
Parisi Gray Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's iShares Russell Mid-Cap ETF position peaked at $166K in Q2 2021.
1,013 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.