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Zullo Investment Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-576
Closed -$38.9K – 432
2022
Q4 		$38.9K Hold
576
– – 0.02% 312
2022
Q3 		$36K Hold
576
– – 0.02% 317
2022
Q2 		$37K Hold
576
– – 0.02% 319
2022
Q1 		$45K Hold
576
– – 0.02% 309
2021
Q4 		$48K Buy
+576
New +$47.3K 0.02% 313

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Zullo Investment Group's IWR Position: Q1 2023 in Review

Zullo Investment Group sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2023, closing a stake of 576 shares — an estimated $38.9K sold.

Zullo Investment Group first reported a position in IWR in Q4 2021 and held it in 5 quarters. The position peaked at $48K in Q4 2021. 1,121 funds tracked by Wall St. Rank hold IWR as of Q1 2023.

  • Zullo Investment Group reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 576 iShares Russell Mid-Cap ETF shares in Q1 2023, an estimated $38.9K.
  • Zullo Investment Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's iShares Russell Mid-Cap ETF position peaked at $48K in Q4 2021.
  • 1,121 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.