Sargent Bickham Lagudis’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Sargent Bickham Lagudis’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	$160K	Sell	2,371 -160	-6%	-$10.8K	0.01%	287
2022 Q3	$157K	Buy	2,531 +3	+0.1%	+$206	0.01%	263
2022 Q2	$163K	Buy	2,528 +2	+0.1%	+$142	0.01%	271
2022 Q1	$197K	Buy	2,526 +2	+0.1%	+$154	0.02%	250
2021 Q4	$209K	Buy	2,524 +3	+0.1%	+$246	0.02%	239
2021 Q3	$197K	Buy	2,521 +2	+0.1%	+$160	0.02%	248
2021 Q2	$200K	Buy	2,519 +1	+0%	+$78	0.02%	256
2021 Q1	$186K	Buy	2,518 +166	+7%	+$12K	0.02%	247
2020 Q4	$161K	Buy	2,352 +990	+73%	+$63.1K	0.01%	266
2020 Q3	$78K	Buy	1,362 +2	+0.1%	+$114	0.01%	327
2020 Q2	$73K	Buy	1,360 +2	+0.1%	+$100	0.01%	311
2020 Q1	$59K	Buy	1,358 +5	+0.4%	+$275	0.01%	317
2019 Q4	$81K	Sell	1,353 -409	-23%	-$23.5K	0.01%	305
2019 Q3	$99K	Sell	1,762 -46	-3%	-$2.57K	0.01%	264
2019 Q2	$101K	Buy	1,808 +51	+3%	+$2.8K	0.01%	281
2019 Q1	$95K	Buy	1,757 +2	+0.1%	+$104	0.01%	299
2018 Q4	$82K	Sell	1,755 -337	-16%	-$17K	0.01%	301
2018 Q3	$115K	Buy	2,092 +4	+0.2%	+$219	0.01%	258
2018 Q2	$111K	Hold	2,088	–	–	0.01%	261
2018 Q1	$108K	Hold	2,088	–	–	0.01%	262
2017 Q4	$109K	Sell	2,088 -2,624	-56%	-$133K	0.01%	270
2017 Q3	$232K	Buy	4,712 +4	+0.1%	+$193	0.03%	201
2017 Q2	$226K	Sell	4,708 -2,608	-36%	-$124K	0.03%	195
2017 Q1	$342K	Buy	7,316 +668	+10%	+$31K	0.04%	164
2016 Q4	$297K	Buy	6,648 +1,812	+37%	+$79.2K	0.05%	163
2016 Q3	$211	Buy	4,836 +2,264	+88%	+$98.1K	0.03%	197
2016 Q2	$108K	Buy	+2,572	New	+$106K	0.02%	263

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

Sargent Bickham Lagudis's IWR Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its iShares Russell Mid-Cap ETF (IWR) stake by 6.3% in Q4 2022, selling an estimated $10.8K and leaving 2,371 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #287.

Sargent Bickham Lagudis first reported a position in IWR in Q2 2016 and has held it in 27 quarters since. The position peaked at $342K in Q1 2017. 1,140 funds tracked by Wall St. Rank hold IWR as of Q4 2022.

Sargent Bickham Lagudis held 2,371 shares of iShares Russell Mid-Cap ETF worth $160K as of Q4 2022.
Sargent Bickham Lagudis sold 160 iShares Russell Mid-Cap ETF shares in Q4 2022, an estimated $10.8K.
iShares Russell Mid-Cap ETF made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #287 holding.
Sargent Bickham Lagudis first reported a position in iShares Russell Mid-Cap ETF in Q2 2016 and has held it in 27 quarters since.
Sargent Bickham Lagudis's iShares Russell Mid-Cap ETF position peaked at $342K in Q1 2017.
1,140 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.