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

Surevest’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 Q3	$2K	Sell	33 -213	-87%	-$14.7K	﹤0.01%	396
2022 Q2	$16K	Buy	246 +1	+0.4%	+$71	﹤0.01%	279
2022 Q1	$19K	Sell	245 -740	-75%	-$57K	﹤0.01%	248
2021 Q4	$82K	Buy	+985	New	+$80.8K	0.02%	157
2020 Q2	–	Sell	-5,536	Closed	-$239K	–	91
2020 Q1	$239K	Buy	5,536 +708	+15%	+$39K	0.13%	91
2019 Q4	$288K	Buy	4,828 +239	+5%	+$13.7K	0.12%	121
2019 Q3	$257K	Sell	4,589 -195	-4%	-$10.9K	0.13%	118
2019 Q2	$267K	Buy	+4,784	New	+$262K	0.14%	117
2019 Q1	–	Sell	-9,020	Closed	-$419K	–	137
2018 Q4	$419K	Buy	+9,020	New	+$455K	0.33%	61

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

Surevest's IWR Position: Q3 2022 in Review

Surevest reduced its iShares Russell Mid-Cap ETF (IWR) stake by 87% in Q3 2022, selling an estimated $14.7K and leaving 33 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Surevest first reported a position in IWR in Q4 2018 and has held it in 9 quarters since. The position peaked at $419K in Q4 2018. 1,060 funds tracked by Wall St. Rank hold IWR as of Q3 2022.

Surevest held 33 shares of iShares Russell Mid-Cap ETF worth $2K as of Q3 2022.
Surevest sold 213 iShares Russell Mid-Cap ETF shares in Q3 2022, an estimated $14.7K.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #396 holding.
Surevest first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 9 quarters since.
Surevest's iShares Russell Mid-Cap ETF position peaked at $419K in Q4 2018.
1,060 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.