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

SkyOak 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
2022 Q2	–	Sell	-2,630	Closed	-$205K	–	238
2022 Q1	$205K	Hold	2,630	–	–	0.06%	222
2021 Q4	$218K	Sell	2,630 -1	-0%	-$82	0.06%	216
2021 Q3	$206K	Hold	2,631	–	–	0.06%	216
2021 Q2	$208K	Sell	2,631 -11	-0.4%	-$853	0.06%	219
2021 Q1	$207K	Sell	2,642 -756	-22%	-$54.6K	0.06%	214
2020 Q4	$233K	Sell	3,398 -393	-10%	-$25K	0.07%	189
2020 Q3	$218K	Sell	3,791 -2,149	-36%	-$122K	0.08%	181
2020 Q2	$318K	Buy	+5,940	New	+$298K	0.12%	172
2020 Q1	–	Sell	-4,940	Closed	-$295K	–	255
2019 Q4	$295K	Buy	+4,940	New	+$284K	0.09%	234

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

SkyOak Wealth's IWR Position: Q2 2022 in Review

SkyOak Wealth sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2022, closing a stake of 2,630 shares — an estimated $205K sold.

SkyOak Wealth first reported a position in IWR in Q4 2019 and held it in 9 quarters. The position peaked at $318K in Q2 2020. 1,078 funds tracked by Wall St. Rank hold IWR as of Q2 2022.

SkyOak Wealth reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
SkyOak Wealth sold 2,630 iShares Russell Mid-Cap ETF shares in Q2 2022, an estimated $205K.
SkyOak Wealth first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and held it in 9 quarters.
SkyOak Wealth's iShares Russell Mid-Cap ETF position peaked at $318K in Q2 2020.
1,078 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2022.

Based on SkyOak Wealth's 13F filing for Q2 2022, filed 26 Jul 2022.