Aurora Private Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Aurora Private Wealth’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 Q1	–	Sell	-3,923	Closed	-$305K	–	164
2023 Q4	$305K	Buy	3,923 +20	+0.5%	+$1.42K	0.29%	95
2023 Q3	$270K	Hold	3,903	–	–	0.3%	98
2023 Q2	$285K	Sell	3,903 -167	-4%	-$11.6K	0.32%	88
2023 Q1	$285K	Buy	4,070 +9	+0.2%	+$635	0.3%	102
2022 Q4	$274K	Sell	4,061 -98	-2%	-$6.61K	0.31%	100
2022 Q3	$258K	Sell	4,159 -40	-1%	-$2.75K	0.12%	130
2022 Q2	$272K	Buy	4,199 +7	+0.2%	+$498	0.12%	121
2022 Q1	$327K	Buy	4,192 +285	+7%	+$21.9K	0.13%	128
2021 Q4	$324K	Buy	3,907 +649	+20%	+$53.3K	0.14%	129
2021 Q3	$255K	Sell	3,258 -65	-2%	-$5.21K	0.1%	176
2021 Q2	$263K	Buy	3,323 +9	+0.3%	+$698	0.11%	164
2021 Q1	$245K	Sell	3,314 -4,630	-58%	-$335K	0.1%	173
2020 Q4	$545K	Sell	7,944 -255	-3%	-$16.2K	0.23%	96
2020 Q3	$470K	Buy	8,199 +381	+5%	+$21.7K	0.2%	96
2020 Q2	$419K	Sell	7,818 -2,754	-26%	-$138K	0.19%	97
2020 Q1	$456K	Buy	10,572 +5,693	+117%	+$313K	0.16%	131
2019 Q4	$291K	Buy	+4,879	New	+$280K	0.1%	143

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aurora Private Wealth's IWR Position: Q1 2024 in Review

Aurora Private Wealth sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2024, closing a stake of 3,923 shares — an estimated $305K sold.

Aurora Private Wealth first reported a position in IWR in Q4 2019 and held it in 17 quarters. The position peaked at $545K in Q4 2020. 1,253 funds tracked by Wall St. Rank hold IWR as of Q1 2024.

Aurora Private Wealth reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
Aurora Private Wealth sold 3,923 iShares Russell Mid-Cap ETF shares in Q1 2024, an estimated $305K.
Aurora Private Wealth first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and held it in 17 quarters.
Aurora Private Wealth's iShares Russell Mid-Cap ETF position peaked at $545K in Q4 2020.
1,253 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2024.

Based on Aurora Private Wealth's 13F filing for Q1 2024, filed 22 Apr 2024.