Wipfli Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Wipfli Financial 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 Q3	$944K	Buy	+15,196	New	+$1.05M	0.07%	130

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Wipfli Financial Advisors's IWR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q3 2022: 15,196 shares worth $944K. The stake represents 0.07% of the portfolio and ranks #130 among its holdings.

1,060 funds tracked by Wall St. Rank hold IWR as of Q3 2022.

Wipfli Financial Advisors held 15,196 shares of iShares Russell Mid-Cap ETF worth $944K as of Q3 2022.
iShares Russell Mid-Cap ETF was a new Wipfli Financial Advisors position in Q3 2022.
iShares Russell Mid-Cap ETF made up 0.07% of Wipfli Financial Advisors's portfolio in Q3 2022, its #130 holding.
1,060 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.