Values First Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Values First 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
2022 Q1	–	Sell	-8,294	Closed	-$688K	–	170
2021 Q4	$688K	Buy	+8,294	New	+$681K	0.41%	78
2020 Q1	–	Sell	-2,659	Closed	-$159K	–	135
2019 Q4	$159K	Buy	+2,659	New	+$153K	0.15%	126

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

Values First Advisors's IWR Position: Q1 2022 in Review

Values First Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2022, closing a stake of 8,294 shares — an estimated $688K sold.

Values First Advisors first reported a position in IWR in Q4 2019 and held it in 2 quarters. The position peaked at $688K in Q4 2021. 1,128 funds tracked by Wall St. Rank hold IWR as of Q1 2022.

Values First Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
Values First Advisors sold 8,294 iShares Russell Mid-Cap ETF shares in Q1 2022, an estimated $688K.
Values First Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and held it in 2 quarters.
Values First Advisors's iShares Russell Mid-Cap ETF position peaked at $688K in Q4 2021.
1,128 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2022.

Based on Values First Advisors's 13F filing for Q1 2022, filed 3 May 2022.