Sanford Advisory Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Sanford Advisory Services’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
2022 Q4	$1.03M	Buy	15,248 +1,097	+8%	+$74K	0.24%	56
2022 Q3	$879K	Buy	14,151 +3,207	+29%	+$221K	0.25%	47
2022 Q2	$708K	Sell	10,944 -524	-5%	-$37.3K	0.2%	55
2022 Q1	$895K	Buy	11,468 +288	+3%	+$22.2K	0.24%	43
2021 Q4	$928K	Sell	11,180 -904	-7%	-$74.2K	0.21%	46
2021 Q3	$945K	Buy	12,084 +835	+7%	+$66.9K	0.24%	41
2021 Q2	$891K	Buy	11,249 +132	+1%	+$10.2K	0.23%	42
2021 Q1	$822K	Hold	11,117	–	–	0.23%	41
2020 Q4	$762K	Buy	+11,117	New	+$708K	0.24%	42

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

Sanford Advisory Services's IWR Position: Q4 2022 in Review

Sanford Advisory Services increased its iShares Russell Mid-Cap ETF (IWR) stake by 7.8% in Q4 2022, buying an estimated $74K and bringing the position to 15,248 shares worth $1.03M. The position accounts for 0.24% of the portfolio, ranked #56.

Sanford Advisory Services first reported a position in IWR in Q4 2020 and has held it in 9 quarters since. 1,140 funds tracked by Wall St. Rank hold IWR as of Q4 2022.

Sanford Advisory Services held 15,248 shares of iShares Russell Mid-Cap ETF worth $1.03M as of Q4 2022.
Sanford Advisory Services bought 1,097 iShares Russell Mid-Cap ETF shares in Q4 2022, an estimated $74K.
iShares Russell Mid-Cap ETF made up 0.24% of Sanford Advisory Services's portfolio in Q4 2022, its #56 holding.
Sanford Advisory Services first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 9 quarters since.
1,140 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.