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

TCWP’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 Q2	–	Sell	-2,960	Closed	-$230K	–	1006
2022 Q1	$230K	Sell	2,960 -53	-2%	-$4.08K	0.04%	259
2021 Q4	$250K	Buy	+3,013	New	+$247K	0.05%	225

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

TCWP's IWR Position: Q2 2022 in Review

TCWP sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2022, closing a stake of 2,960 shares — an estimated $230K sold.

TCWP first reported a position in IWR in Q4 2021 and held it in 2 quarters. The position peaked at $250K in Q4 2021. 1,078 funds tracked by Wall St. Rank hold IWR as of Q2 2022.

TCWP reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
TCWP sold 2,960 iShares Russell Mid-Cap ETF shares in Q2 2022, an estimated $230K.
TCWP first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and held it in 2 quarters.
TCWP's iShares Russell Mid-Cap ETF position peaked at $250K in Q4 2021.
1,078 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.