Personal Capital Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Personal Capital 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	$394K	Buy	5,837 +438	+8%	+$29.5K	﹤0.01%	340
2022 Q3	$336K	Buy	5,399 +761	+16%	+$52.3K	﹤0.01%	337
2022 Q2	$300K	Buy	4,638 +242	+6%	+$17.2K	﹤0.01%	352
2022 Q1	$343K	Sell	4,396 -200	-4%	-$15.4K	﹤0.01%	361
2021 Q4	$365K	Sell	4,596 -399	-8%	-$32.8K	﹤0.01%	397
2021 Q3	$391K	Buy	4,995 +613	+14%	+$49.1K	﹤0.01%	350
2021 Q2	$347K	Sell	4,382 -828	-16%	-$64.2K	﹤0.01%	370
2021 Q1	$385K	Sell	5,210 -51	-1%	-$3.69K	﹤0.01%	346
2020 Q4	$361K	Buy	+5,261	New	+$335K	﹤0.01%	343
2020 Q3	–	Sell	-3,852	Closed	-$206K	–	421
2020 Q2	$206K	Buy	+3,852	New	+$193K	﹤0.01%	344
2020 Q1	–	Sell	-8,428	Closed	-$502K	–	376
2019 Q4	$502K	Buy	8,428 +1,845	+28%	+$106K	﹤0.01%	264
2019 Q3	$368K	Buy	+6,583	New	+$368K	﹤0.01%	274
2019 Q2	–	Sell	-5,480	Closed	-$296K	–	334
2019 Q1	$296K	Buy	+5,480	New	+$284K	﹤0.01%	275

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Personal Capital Advisors's IWR Position: Q4 2022 in Review

Personal Capital Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 8.1% in Q4 2022, buying an estimated $29.5K and bringing the position to 5,837 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Personal Capital Advisors first reported a position in IWR in Q1 2019 and has held it in 13 quarters since. The position peaked at $502K in Q4 2019. 1,141 funds tracked by Wall St. Rank hold IWR as of Q4 2022.

Personal Capital Advisors held 5,837 shares of iShares Russell Mid-Cap ETF worth $394K as of Q4 2022.
Personal Capital Advisors bought 438 iShares Russell Mid-Cap ETF shares in Q4 2022, an estimated $29.5K.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #340 holding.
Personal Capital Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2019 and has held it in 13 quarters since.
Personal Capital Advisors's iShares Russell Mid-Cap ETF position peaked at $502K in Q4 2019.
1,141 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.