V Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

V Wealth 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	–	Sell	-9,487	Closed	-$693K	–	237
2023 Q2	$693K	Buy	9,487 +476	+5%	+$33.1K	0.12%	163
2023 Q1	$630K	Buy	9,011 +4,511	+100%	+$319K	0.12%	166
2022 Q4	$304K	Buy	+4,500	New	+$303K	0.06%	276

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

V Wealth Advisors's IWR Position: Q3 2023 in Review

V Wealth Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2023, closing a stake of 9,487 shares — an estimated $693K sold.

V Wealth Advisors first reported a position in IWR in Q4 2022 and held it in 3 quarters. The position peaked at $693K in Q2 2023. 1,141 funds tracked by Wall St. Rank hold IWR as of Q3 2023.

V Wealth Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 9,487 iShares Russell Mid-Cap ETF shares in Q3 2023, an estimated $693K.
V Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and held it in 3 quarters.
V Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $693K in Q2 2023.
1,141 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.