WealthPLAN Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

WealthPLAN Partners’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
2023 Q3	–	Sell	-1,027	Closed	-$75K	–	724
2023 Q2	$75K	Sell	1,027 -57	-5%	-$3.96K	0.01%	442
2023 Q1	$75.8K	Buy	+1,084	New	+$76.5K	0.01%	479
2016 Q3	$23.6K	Hold	548	–	–	0.01%	450
2016 Q2	$23K	Buy	+548	New	+$22.6K	﹤0.01%	1329
2015 Q4	$21.9K	Buy	+548	New	+$22.3K	﹤0.01%	888

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

WealthPLAN Partners's IWR Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2023, closing a stake of 1,027 shares — an estimated $75K sold.

WealthPLAN Partners first reported a position in IWR in Q4 2015 and held it in 5 quarters. The position peaked at $75.8K in Q1 2023. 1,140 funds tracked by Wall St. Rank hold IWR as of Q3 2023.

WealthPLAN Partners reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 1,027 iShares Russell Mid-Cap ETF shares in Q3 2023, an estimated $75K.
WealthPLAN Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2015 and held it in 5 quarters.
WealthPLAN Partners's iShares Russell Mid-Cap ETF position peaked at $75.8K in Q1 2023.
1,140 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.