Syverson Strege & Co’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Syverson Strege & Co’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 Q2	–	Sell	-458	Closed	-$32K	–	342
2023 Q1	$32K	Buy	458 +2	+0.4%	+$141	0.01%	156
2022 Q4	$30.8K	Buy	456 +2	+0.4%	+$135	0.01%	152
2022 Q3	$28K	Buy	454 +3	+0.7%	+$206	0.01%	144
2022 Q2	$29K	Buy	451 +1	+0.2%	+$71	0.01%	161
2022 Q1	$35K	Buy	450 +1	+0.2%	+$77	0.04%	142
2021 Q4	$37K	Buy	449 +2	+0.4%	+$164	0.03%	152
2021 Q3	$35K	Buy	447 +1	+0.2%	+$80	0.03%	160
2021 Q2	$35K	Buy	446 +1	+0.2%	+$78	0.03%	153
2021 Q1	$33K	Buy	445 +1	+0.2%	+$72	0.03%	144
2020 Q4	$30K	Buy	+444	New	+$28.3K	0.03%	139

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

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

Syverson Strege & Co's IWR Position: Q2 2023 in Review

Syverson Strege & Co sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2023, closing a stake of 458 shares — an estimated $32K sold.

Syverson Strege & Co first reported a position in IWR in Q4 2020 and held it in 10 quarters. The position peaked at $37K in Q4 2021. 1,144 funds tracked by Wall St. Rank hold IWR as of Q2 2023.

Syverson Strege & Co reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 458 iShares Russell Mid-Cap ETF shares in Q2 2023, an estimated $32K.
Syverson Strege & Co first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's iShares Russell Mid-Cap ETF position peaked at $37K in Q4 2021.
1,144 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.