Wealth Advisors of Tampa Bay’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,654
Closed -$208K 104
2022
Q1
$208K Hold
2,654
0.06% 103
2021
Q4
$220K Buy
+2,654
New +$218K 0.05% 111

Other funds holding IWR

Wealth Advisors of Tampa Bay's IWR Position: Q2 2022 in Review

Wealth Advisors of Tampa Bay sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2022, closing a stake of 2,654 shares — an estimated $208K sold.

Wealth Advisors of Tampa Bay first reported a position in IWR in Q4 2021 and held it in 2 quarters. The position peaked at $220K in Q4 2021. 1,078 funds tracked by Wall St. Rank hold IWR as of Q2 2022.

  • Wealth Advisors of Tampa Bay reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Wealth Advisors of Tampa Bay sold 2,654 iShares Russell Mid-Cap ETF shares in Q2 2022, an estimated $208K.
  • Wealth Advisors of Tampa Bay first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and held it in 2 quarters.
  • Wealth Advisors of Tampa Bay's iShares Russell Mid-Cap ETF position peaked at $220K in Q4 2021.
  • 1,078 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2022.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2022, filed 18 Jul 2022.