Valley Wealth Managers’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
Other funds holding IWR
Valley Wealth Managers's IWR Position: Q1 2023 in Review
Valley Wealth Managers sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2023, closing a stake of 300 shares — an estimated $20.2K sold.
Valley Wealth Managers first reported a position in IWR in Q2 2022 and held it in 3 quarters. The position peaked at $20.2K in Q4 2022. 1,121 funds tracked by Wall St. Rank hold IWR as of Q1 2023.
- Valley Wealth Managers reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
- Valley Wealth Managers sold 300 iShares Russell Mid-Cap ETF shares in Q1 2023, an estimated $20.2K.
- Valley Wealth Managers first reported a position in iShares Russell Mid-Cap ETF in Q2 2022 and held it in 3 quarters.
- Valley Wealth Managers's iShares Russell Mid-Cap ETF position peaked at $20.2K in Q4 2022.
- 1,121 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2023.
Based on Valley Wealth Managers's 13F filing for Q1 2023, filed 3 May 2023.