Valtinson Bruner Financial Planning’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Valtinson Bruner Financial Planning’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
2022 Q1	–	Sell	-3,781	Closed	-$314K	–	100
2021 Q4	$314K	Buy	3,781 +279	+8%	+$22.9K	0.17%	76
2021 Q3	$290K	Sell	3,502 -23,852	-87%	-$1.91M	0.16%	74
2021 Q2	$2.17M	Sell	27,354 -29,354	-52%	-$2.28M	1.24%	27
2021 Q1	$4.38M	Buy	+56,708	New	+$4.1M	2.58%	14

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valtinson Bruner Financial Planning's IWR Position: Q1 2022 in Review

Valtinson Bruner Financial Planning sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2022, closing a stake of 3,781 shares — an estimated $314K sold.

Valtinson Bruner Financial Planning first reported a position in IWR in Q1 2021 and held it in 4 quarters. The position peaked at $4.38M in Q1 2021. 1,128 funds tracked by Wall St. Rank hold IWR as of Q1 2022.

Valtinson Bruner Financial Planning reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
Valtinson Bruner Financial Planning sold 3,781 iShares Russell Mid-Cap ETF shares in Q1 2022, an estimated $314K.
Valtinson Bruner Financial Planning first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and held it in 4 quarters.
Valtinson Bruner Financial Planning's iShares Russell Mid-Cap ETF position peaked at $4.38M in Q1 2021.
1,128 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2022.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2022, filed 15 Apr 2022.