Triad Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Triad Financial Advisors’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	$351K	Buy	5,073 +68	+1%	+$4.96K	0.12%	63
2023 Q2	$366K	Sell	5,005 -946	-16%	-$65.8K	0.15%	58
2023 Q1	$416K	Sell	5,951 -62	-1%	-$4.38K	0.18%	50
2022 Q4	$406K	Sell	6,013 -17	-0.3%	-$1.15K	0.18%	62
2022 Q3	$375K	Sell	6,030 -9	-0.1%	-$619	0.2%	57
2022 Q2	$390K	Hold	6,039	–	–	0.22%	56
2022 Q1	$471K	Sell	6,039 -72	-1%	-$5.54K	0.25%	51
2021 Q4	$507K	Buy	+6,111	New	+$502K	0.3%	52

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

Triad Financial Advisors's IWR Position: Q3 2023 in Review

Triad Financial Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.4% in Q3 2023, buying an estimated $4.96K and bringing the position to 5,073 shares worth $351K. The position accounts for 0.12% of the portfolio, ranked #63.

Triad Financial Advisors first reported a position in IWR in Q4 2021 and has held it in 8 quarters since. The position peaked at $507K in Q4 2021. 1,141 funds tracked by Wall St. Rank hold IWR as of Q3 2023.

Triad Financial Advisors held 5,073 shares of iShares Russell Mid-Cap ETF worth $351K as of Q3 2023.
Triad Financial Advisors bought 68 iShares Russell Mid-Cap ETF shares in Q3 2023, an estimated $4.96K.
iShares Russell Mid-Cap ETF made up 0.12% of Triad Financial Advisors's portfolio in Q3 2023, its #63 holding.
Triad Financial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's iShares Russell Mid-Cap ETF position peaked at $507K in Q4 2021.
1,141 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.