Robinson Value Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-6,780
Closed -$563K 75
2021
Q4
$563K Buy
6,780
+834
+14% +$68.5K 0.46% 52
2021
Q3
$465K Buy
+5,946
New +$476K 0.42% 54
2017
Q2
Sell
-6,292
Closed -$294K 68
2017
Q1
$294K Hold
6,292
0.27% 56
2016
Q4
$281K Buy
+6,292
New +$275K 0.26% 60

Other funds holding IWR

Robinson Value Management's IWR Position: Q1 2022 in Review

Robinson Value Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2022, closing a stake of 6,780 shares — an estimated $563K sold.

Robinson Value Management first reported a position in IWR in Q4 2016 and held it in 4 quarters. The position peaked at $563K in Q4 2021. 1,128 funds tracked by Wall St. Rank hold IWR as of Q1 2022.

  • Robinson Value Management reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Robinson Value Management sold 6,780 iShares Russell Mid-Cap ETF shares in Q1 2022, an estimated $563K.
  • Robinson Value Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2016 and held it in 4 quarters.
  • Robinson Value Management's iShares Russell Mid-Cap ETF position peaked at $563K in Q4 2021.
  • 1,128 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2022.

Based on Robinson Value Management's 13F filing for Q1 2022, filed 17 May 2022.