TPB Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
Other funds holding IWR
TPB Wealth Advisors's IWR Position: Q1 2023 in Review
TPB Wealth Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2023, closing a stake of 19,989 shares — an estimated $1.35M sold.
TPB Wealth Advisors first reported a position in IWR in Q2 2022 and held it in 3 quarters. The position peaked at $1.46M in Q2 2022. 1,121 funds tracked by Wall St. Rank hold IWR as of Q1 2023.
- TPB Wealth Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
- TPB Wealth Advisors sold 19,989 iShares Russell Mid-Cap ETF shares in Q1 2023, an estimated $1.35M.
- TPB Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2022 and held it in 3 quarters.
- TPB Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $1.46M in Q2 2022.
- 1,121 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2023.
Based on TPB Wealth Advisors's 13F filing for Q1 2023, filed 23 May 2023.