Viridian RIA’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Viridian RIA’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	-43,856	Closed	-$3.38M	–	24
2021 Q4	$3.64M	Buy	+43,856	New	+$3.6M	0.77%	27
2021 Q2	–	Hold	0	–	–	–	40
2021 Q1	–	Sell	-24,125	Closed	-$1.74M	–	37
2020 Q4	$1.65M	Sell	24,125 -2,520	-9%	-$161K	0.46%	39
2020 Q3	$1.53M	Sell	26,645 -3,046	-10%	-$173K	0.51%	37
2020 Q2	$1.59M	Buy	29,691 +8,153	+38%	+$409K	0.57%	34
2020 Q1	$930K	Sell	21,538 -2,186	-9%	-$120K	0.42%	36
2019 Q4	$1.41M	Sell	23,724 -95	-0.4%	-$5.45K	0.5%	28
2019 Q3	$1.33M	Sell	23,819 -49	-0.2%	-$2.74K	0.55%	27
2019 Q2	$1.3M	Sell	23,868 -1,018	-4%	-$55.9K	0.52%	31
2019 Q1	$1.34M	Buy	24,886 +1,160	+5%	+$60.1K	0.59%	29
2018 Q4	$1.1M	Buy	+23,726	New	+$1.2M	0.55%	31

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

Viridian RIA's IWR Position: Q1 2022 in Review

Viridian RIA sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2022, closing a stake of 43,856 shares — an estimated $3.38M sold.

Viridian RIA first reported a position in IWR in Q4 2018 and held it in 10 quarters. The position peaked at $3.64M in Q4 2021. 1,128 funds tracked by Wall St. Rank hold IWR as of Q1 2022.

Viridian RIA reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
Viridian RIA sold 43,856 iShares Russell Mid-Cap ETF shares in Q1 2022, an estimated $3.38M.
Viridian RIA first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and held it in 10 quarters.
Viridian RIA's iShares Russell Mid-Cap ETF position peaked at $3.64M in Q4 2021.
1,128 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2022.

Based on Viridian RIA's 13F filing for Q1 2022, filed 26 Apr 2022.