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

PrairieView 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
2023 Q3	–	Sell	-122	Closed	-$8K	–	432
2023 Q2	$8K	Sell	122 -300	-71%	-$20.9K	﹤0.01%	334
2023 Q1	$29K	Hold	422	–	–	﹤0.01%	225
2022 Q4	$28K	Hold	422	–	–	﹤0.01%	232
2022 Q3	$26K	Hold	422	–	–	﹤0.01%	231
2022 Q2	$27K	Hold	422	–	–	﹤0.01%	243
2022 Q1	$33K	Buy	422 +122	+41%	+$9.39K	﹤0.01%	239
2021 Q4	$25K	Hold	300	–	–	﹤0.01%	268
2021 Q3	$23K	Hold	300	–	–	﹤0.01%	222
2021 Q2	$24K	Hold	300	–	–	﹤0.01%	212
2021 Q1	$22K	Buy	+300	New	+$21.7K	﹤0.01%	217
2020 Q2	–	Sell	-996	Closed	-$43K	–	303
2020 Q1	$43K	Buy	+996	New	+$54.8K	0.01%	138

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

PrairieView Partners's IWR Position: Q3 2023 in Review

PrairieView Partners sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2023, closing a stake of 122 shares — an estimated $8K sold.

PrairieView Partners first reported a position in IWR in Q1 2020 and held it in 11 quarters. The position peaked at $43K in Q1 2020. 1,141 funds tracked by Wall St. Rank hold IWR as of Q3 2023.

PrairieView Partners reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
PrairieView Partners sold 122 iShares Russell Mid-Cap ETF shares in Q3 2023, an estimated $8K.
PrairieView Partners first reported a position in iShares Russell Mid-Cap ETF in Q1 2020 and held it in 11 quarters.
PrairieView Partners's iShares Russell Mid-Cap ETF position peaked at $43K in Q1 2020.
1,141 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2023.

Based on PrairieView Partners's 13F filing for Q3 2023, filed 23 Oct 2023.