SkyView Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

SkyView Investment Advisors’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 Q3	–	Sell	-17,997	Closed	-$1.31M	–	680
2023 Q2	$1.31M	Hold	17,997	–	–	0.33%	92
2023 Q1	$1.26M	Sell	17,997 -27,081	-60%	-$1.91M	0.29%	86
2022 Q4	$3.04M	Buy	45,078 +26,631	+144%	+$1.8M	0.92%	16
2022 Q3	$1.15M	Hold	18,447	–	–	0.34%	87
2022 Q2	$1.19M	Hold	18,447	–	–	0.31%	95
2022 Q1	$1.31M	Hold	18,447	–	–	0.31%	85
2021 Q4	$1.53M	Hold	18,447	–	–	0.34%	72
2021 Q3	$1.44M	Hold	18,447	–	–	0.41%	64
2021 Q2	$1.36M	Hold	18,447	–	–	0.64%	44
2021 Q1	$1.36M	Hold	18,447	–	–	0.6%	46
2020 Q4	$1.26M	Buy	+18,447	New	+$1.18M	0.6%	47

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

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

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

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

SkyView Investment Advisors's IWR Position: Q3 2023 in Review

SkyView Investment Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2023, closing a stake of 17,997 shares — an estimated $1.31M sold.

SkyView Investment Advisors first reported a position in IWR in Q4 2020 and held it in 11 quarters. The position peaked at $3.04M in Q4 2022. 1,141 funds tracked by Wall St. Rank hold IWR as of Q3 2023.

SkyView Investment Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
SkyView Investment Advisors sold 17,997 iShares Russell Mid-Cap ETF shares in Q3 2023, an estimated $1.31M.
SkyView Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and held it in 11 quarters.
SkyView Investment Advisors's iShares Russell Mid-Cap ETF position peaked at $3.04M in Q4 2022.
1,141 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2023.

Based on SkyView Investment Advisors's 13F filing for Q3 2023, filed 17 Nov 2023.