9WM
IWR icon

9258 Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

9258 Wealth Management’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
2024
Q3 		$8.8M Sell
99,797
-1,274
-1% -$107K 1.3% 17
2024
Q2 		$8.19M Sell
101,071
-7,084
-7% -$577K 1.26% 18
2024
Q1 		$9.09M Buy
108,155
+2,419
+2% +$192K 1.42% 18
2023
Q4 		$8.22M Buy
105,736
+3,451
+3% +$245K 1.45% 18
2023
Q3 		$7.08M Sell
102,285
-3,493
-3% -$255K 1.38% 18
2023
Q2 		$7.72M Buy
105,778
+2,877
+3% +$200K 1.45% 19
2023
Q1 		$7.19M Buy
102,901
+6,284
+7% +$444K 1.45% 19
2022
Q4 		$6.52M Buy
96,617
+25,844
+37% +$1.74M 1.41% 18
2022
Q3 		$4.4M Buy
70,773
+30,844
+77% +$2.12M 1.12% 18
2022
Q2 		$2.58M Buy
39,929
+26,650
+201% +$1.9M 0.66% 31
2022
Q1 		$1.04M Buy
13,279
+6,066
+84% +$467K 0.24% 96
2021
Q4 		$599K Buy
7,213
+2,951
+69% +$242K 0.14% 164
2021
Q3 		$333K Buy
4,262
+250
+6% +$20K 0.09% 238
2021
Q2 		$318K Sell
4,012
-293
-7% -$22.7K 0.09% 247
2021
Q1 		$318K Hold
4,305
– – 0.1% 232
2020
Q4 		$295K Buy
+4,305
New +$274K 0.1% 230

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

9258 Wealth Management's IWR Position: Q3 2024 in Review

9258 Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.3% in Q3 2024, selling an estimated $107K and leaving 99,797 shares worth $8.8M. The position accounts for 1.3% of the portfolio, ranked #17.

9258 Wealth Management first reported a position in IWR in Q4 2020 and has held it in 16 quarters since. The position peaked at $9.09M in Q1 2024. 1,292 funds tracked by Wall St. Rank hold IWR as of Q3 2024.

  • 9258 Wealth Management held 99,797 shares of iShares Russell Mid-Cap ETF worth $8.8M as of Q3 2024.
  • 9258 Wealth Management sold 1,274 iShares Russell Mid-Cap ETF shares in Q3 2024, an estimated $107K.
  • iShares Russell Mid-Cap ETF made up 1.3% of 9258 Wealth Management's portfolio in Q3 2024, its #17 holding.
  • 9258 Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 16 quarters since.
  • 9258 Wealth Management's iShares Russell Mid-Cap ETF position peaked at $9.09M in Q1 2024.
  • 1,292 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.