RVW Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

RVW Wealth’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 Q4	–	Sell	-1,200	Closed	-$83.1K	–	252
2023 Q3	$83.1K	Buy	+1,200	New	+$87.5K	0.01%	189

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

RVW Wealth's IWR Position: Q4 2023 in Review

RVW Wealth sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2023, closing a stake of 1,200 shares — an estimated $83.1K sold.

RVW Wealth first reported a position in IWR in Q3 2023 and held it in 1 quarter. The position peaked at $83.1K in Q3 2023. 1,246 funds tracked by Wall St. Rank hold IWR as of Q4 2023.

RVW Wealth reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 1,200 iShares Russell Mid-Cap ETF shares in Q4 2023, an estimated $83.1K.
RVW Wealth first reported a position in iShares Russell Mid-Cap ETF in Q3 2023 and held it in 1 quarter.
RVW Wealth's iShares Russell Mid-Cap ETF position peaked at $83.1K in Q3 2023.
1,246 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.