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

TMD 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 Q3	–	Sell	-3,139	Closed	-$229K	–	60
2023 Q2	$229K	Buy	+3,139	New	+$218K	0.06%	48

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TMD Wealth Management's IWR Position: Q3 2023 in Review

TMD Wealth Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2023, closing a stake of 3,139 shares — an estimated $229K sold.

TMD Wealth Management first reported a position in IWR in Q2 2023 and held it in 1 quarter. The position peaked at $229K in Q2 2023. 1,141 funds tracked by Wall St. Rank hold IWR as of Q3 2023.

TMD Wealth Management reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
TMD Wealth Management sold 3,139 iShares Russell Mid-Cap ETF shares in Q3 2023, an estimated $229K.
TMD Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2023 and held it in 1 quarter.
TMD Wealth Management's iShares Russell Mid-Cap ETF position peaked at $229K in Q2 2023.
1,141 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2023.

Based on TMD Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.