RE Dickinson Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

RE Dickinson Investment 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
2023 Q3	–	Sell	-435	Closed	-$32K	–	276
2023 Q2	$32K	Hold	435	–	–	0.01%	180
2023 Q1	$30K	Hold	435	–	–	0.01%	189
2022 Q4	$29K	Hold	435	–	–	0.01%	177
2022 Q3	$27K	Sell	435 -131	-23%	-$9.01K	0.02%	93
2022 Q2	$37	Hold	566	–	–	0.01%	91
2022 Q1	$44K	Hold	566	–	–	0.03%	94
2021 Q4	$47K	Buy	+566	New	+$46.5K	0.04%	89

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

RE Dickinson Investment Advisors's IWR Position: Q3 2023 in Review

RE Dickinson Investment Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2023, closing a stake of 435 shares — an estimated $32K sold.

RE Dickinson Investment Advisors first reported a position in IWR in Q4 2021 and held it in 7 quarters. The position peaked at $47K in Q4 2021. 1,141 funds tracked by Wall St. Rank hold IWR as of Q3 2023.

RE Dickinson Investment Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
RE Dickinson Investment Advisors sold 435 iShares Russell Mid-Cap ETF shares in Q3 2023, an estimated $32K.
RE Dickinson Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and held it in 7 quarters.
RE Dickinson Investment Advisors's iShares Russell Mid-Cap ETF position peaked at $47K in Q4 2021.
1,141 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2023.

Based on RE Dickinson Investment Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.