RFG
IWR icon

RFP Financial Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

RFP Financial Group’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
Q2 		– Sell
-792
Closed -$55.4K – 963
2023
Q1 		$55.4K Hold
792
– – 0.06% 108
2022
Q4 		$53.4K Buy
+792
New +$53.4K 0.02% 189

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RFP Financial Group's IWR Position: Q2 2023 in Review

RFP Financial Group sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2023, closing a stake of 792 shares — an estimated $55.4K sold.

RFP Financial Group first reported a position in IWR in Q4 2022 and held it in 2 quarters. The position peaked at $55.4K in Q1 2023. 1,144 funds tracked by Wall St. Rank hold IWR as of Q2 2023.

  • RFP Financial Group reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • RFP Financial Group sold 792 iShares Russell Mid-Cap ETF shares in Q2 2023, an estimated $55.4K.
  • RFP Financial Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and held it in 2 quarters.
  • RFP Financial Group's iShares Russell Mid-Cap ETF position peaked at $55.4K in Q1 2023.
  • 1,144 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2023.

Based on RFP Financial Group's 13F filing for Q2 2023, filed 1 Aug 2023.