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

Sugarloaf Wealth Management’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	-333	Closed	-$22.5K	–	745
2022 Q4	$22.5K	Sell	333 -20	-6%	-$1.35K	0.01%	391
2022 Q3	$22K	Hold	353	–	–	0.01%	410
2022 Q2	$23K	Hold	353	–	–	0.01%	400
2022 Q1	$28K	Hold	353	–	–	0.01%	358
2021 Q4	$29K	Hold	353	–	–	0.01%	374
2021 Q3	$28K	Hold	353	–	–	0.01%	361
2021 Q2	$28K	Buy	353 +281	+390%	+$21.8K	0.01%	362
2021 Q1	$1	Buy	72 +52	+260%	+$3.76K	﹤0.01%	710
2020 Q4	$1K	Hold	20	–	–	﹤0.01%	677
2020 Q3	$1K	Hold	20	–	–	﹤0.01%	641
2020 Q2	$1K	Hold	20	–	–	﹤0.01%	640
2020 Q1	$1K	Hold	20	–	–	﹤0.01%	653
2019 Q4	$1K	Buy	+20	New	+$1.15K	﹤0.01%	671

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

Sugarloaf Wealth Management's IWR Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2023, closing a stake of 333 shares — an estimated $22.5K sold.

Sugarloaf Wealth Management first reported a position in IWR in Q4 2019 and held it in 13 quarters. The position peaked at $29K in Q4 2021. 1,121 funds tracked by Wall St. Rank hold IWR as of Q1 2023.

Sugarloaf Wealth Management reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 333 iShares Russell Mid-Cap ETF shares in Q1 2023, an estimated $22.5K.
Sugarloaf Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and held it in 13 quarters.
Sugarloaf Wealth Management's iShares Russell Mid-Cap ETF position peaked at $29K in Q4 2021.
1,121 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.