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

SteelPeak 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
2023 Q1	–	Sell	-5,111	Closed	-$345K	–	425
2022 Q4	$345K	Buy	5,111 +6	+0.1%	+$405	0.03%	293
2022 Q3	$317K	Buy	5,105 +5	+0.1%	+$344	0.02%	313
2022 Q2	$330K	Buy	5,100 +19	+0.4%	+$1.35K	0.02%	309
2022 Q1	$396K	Buy	5,081 +30	+0.6%	+$2.31K	0.02%	316
2021 Q4	$419K	Buy	5,051 +49	+1%	+$4.02K	0.02%	288
2021 Q3	$391K	Buy	5,002 +26	+0.5%	+$2.08K	0.03%	283
2021 Q2	$394K	Buy	4,976 +46	+0.9%	+$3.57K	0.03%	294
2021 Q1	$364K	Buy	4,930 +29	+0.6%	+$2.1K	0.03%	273
2020 Q4	$336K	Buy	4,901 +15	+0.3%	+$955	0.03%	249
2020 Q3	$280K	Sell	4,886 -317	-6%	-$18K	0.03%	221
2020 Q2	$279K	Buy	+5,203	New	+$261K	0.04%	205

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

SteelPeak Wealth's IWR Position: Q1 2023 in Review

SteelPeak Wealth sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2023, closing a stake of 5,111 shares — an estimated $345K sold.

SteelPeak Wealth first reported a position in IWR in Q2 2020 and held it in 11 quarters. The position peaked at $419K in Q4 2021. 1,121 funds tracked by Wall St. Rank hold IWR as of Q1 2023.

SteelPeak Wealth reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
SteelPeak Wealth sold 5,111 iShares Russell Mid-Cap ETF shares in Q1 2023, an estimated $345K.
SteelPeak Wealth first reported a position in iShares Russell Mid-Cap ETF in Q2 2020 and held it in 11 quarters.
SteelPeak Wealth's iShares Russell Mid-Cap ETF position peaked at $419K in Q4 2021.
1,121 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2023.

Based on SteelPeak Wealth's 13F filing for Q1 2023, filed 8 May 2023.