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

BBJS 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
2024
Q3 		$3.53K Hold
40
– – ﹤0.01% 132
2024
Q2 		$3.24K Hold
40
– – ﹤0.01% 154
2024
Q1 		$3.36K Hold
40
– – ﹤0.01% 119
2023
Q4 		$3.11K Hold
40
– – ﹤0.01% 112
2023
Q3 		$2.77K Hold
40
– – ﹤0.01% 112
2023
Q2 		$2.92K Hold
40
– – ﹤0.01% 108
2023
Q1 		$2.8K Hold
40
– – ﹤0.01% 114
2022
Q4 		$2.7K Buy
+40
New +$2.7K ﹤0.01% 119

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

BBJS Financial Advisors's IWR Position: Q3 2024 in Review

BBJS Financial Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2024 at 40 shares worth $3.53K. The position accounts for ﹤0.01% of the portfolio, ranked #132.

BBJS Financial Advisors first reported a position in IWR in Q4 2022 and has held it in 8 quarters since. 1,292 funds tracked by Wall St. Rank hold IWR as of Q3 2024.

  • BBJS Financial Advisors held 40 shares of iShares Russell Mid-Cap ETF worth $3.53K as of Q3 2024.
  • BBJS Financial Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2024.
  • iShares Russell Mid-Cap ETF made up ﹤0.01% of BBJS Financial Advisors's portfolio in Q3 2024, its #132 holding.
  • BBJS Financial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 8 quarters since.
  • 1,292 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.