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Sawyer & Company’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Sawyer & Company’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
Q1 		– Sell
-270
Closed -$18K – 184
2022
Q4 		$18K Buy
+270
New +$18.2K 0.01% 152

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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sawyer & Company's IWR Position: Q1 2023 in Review

Sawyer & Company sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2023, closing a stake of 270 shares — an estimated $18K sold.

Sawyer & Company first reported a position in IWR in Q4 2022 and held it in 1 quarter. The position peaked at $18K in Q4 2022. 1,121 funds tracked by Wall St. Rank hold IWR as of Q1 2023.

  • Sawyer & Company reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Sawyer & Company sold 270 iShares Russell Mid-Cap ETF shares in Q1 2023, an estimated $18K.
  • Sawyer & Company first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and held it in 1 quarter.
  • Sawyer & Company's iShares Russell Mid-Cap ETF position peaked at $18K in Q4 2022.
  • 1,121 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2023.

Based on Sawyer & Company's 13F filing for Q1 2023, filed 19 Apr 2023.