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Benjamin F. Edwards & Company’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$1.01M Buy
12,484
+94
+0.8% +$7.65K 0.02% 517
2024
Q1 		$1.04M Sell
12,390
-217
-2% -$17.2K 0.02% 500
2023
Q4 		$980K Sell
12,607
-333
-3% -$23.7K 0.02% 502
2023
Q3 		$896K Sell
12,940
-519
-4% -$37.9K 0.03% 401
2023
Q2 		$983K Sell
13,459
-3,022
-18% -$210K 0.04% 375
2023
Q1 		$1.15M Sell
16,481
-6,453
-28% -$456K 0.05% 309
2022
Q4 		$1.55M Sell
22,934
-1,915
-8% -$129K 0.07% 256
2022
Q3 		$1.54M Sell
24,849
-655
-3% -$45.1K 0.08% 242
2022
Q2 		$1.65M Sell
25,504
-738
-3% -$52.5K 0.08% 242
2022
Q1 		$2.05M Sell
26,242
-778
-3% -$59.9K 0.09% 224
2021
Q4 		$2.24M Sell
27,020
-1,935
-7% -$159K 0.1% 208
2021
Q3 		$2.27M Sell
28,955
-1,176
-4% -$94.2K 0.11% 183
2021
Q2 		$2.39M Sell
30,131
-1,401
-4% -$109K 0.12% 185
2021
Q1 		$2.33M Sell
31,532
-28
-0.1% -$2.02K 0.13% 179
2020
Q4 		$2.16M Sell
31,560
-125
-0.4% -$7.96K 0.13% 177
2020
Q3 		$1.82M Sell
31,685
-507
-2% -$28.9K 0.12% 186
2020
Q2 		$1.73M Buy
32,192
+2,769
+9% +$139K 0.13% 180
2020
Q1 		$1.27M Buy
29,423
+2,574
+10% +$142K 0.11% 195
2019
Q4 		$1.6M Buy
26,849
+2,924
+12% +$168K 0.11% 203
2019
Q3 		$1.34M Buy
23,925
+948
+4% +$53K 0.1% 208
2019
Q2 		$1.28M Buy
22,977
+7,526
+49% +$413K 0.11% 201
2019
Q1 		$834K Buy
15,451
+7,179
+87% +$372K 0.08% 250
2018
Q4 		$384K Hold
8,272
– – 0.04% 347
2018
Q3 		$456K Hold
8,272
– – 0.04% 340
2018
Q2 		$439K Hold
8,272
– – 0.04% 352
2018
Q1 		$427K Hold
8,272
– – 0.04% 348
2017
Q4 		$430K Sell
8,272
-5,420
-40% -$275K 0.04% 338
2017
Q3 		$675K Buy
13,692
+156
+1% +$7.53K 0.08% 239
2017
Q2 		$650K Buy
13,536
+1,600
+13% +$75.9K 0.08% 236
2017
Q1 		$559K Buy
11,936
+6,696
+128% +$310K 0.08% 246
2016
Q4 		$234K Hold
5,240
– – 0.04% 340
2016
Q3 		$228K Hold
5,240
– – 0.04% 316
2016
Q2 		$220K Hold
5,240
– – 0.04% 305
2016
Q1 		$213K Hold
5,240
– – 0.04% 294
2015
Q4 		$210K Buy
5,240
+4,220
+414% +$172K 0.05% 300
2015
Q3 		$40K Hold
1,020
– – 0.01% 571
2015
Q2 		$43K Hold
1,020
– – 0.01% 628
2015
Q1 		$44K Hold
1,020
– – 0.01% 592
2014
Q4 		$43K Buy
+1,020
New +$41.4K 0.01% 543

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Benjamin F. Edwards & Company's IWR Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.76% in Q2 2024, buying an estimated $7.65K and bringing the position to 12,484 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #517.

Benjamin F. Edwards & Company first reported a position in IWR in Q4 2014 and has held it in 39 quarters since. The position peaked at $2.39M in Q2 2021. 1,244 funds tracked by Wall St. Rank hold IWR as of Q2 2024.

  • Benjamin F. Edwards & Company held 12,484 shares of iShares Russell Mid-Cap ETF worth $1.01M as of Q2 2024.
  • Benjamin F. Edwards & Company bought 94 iShares Russell Mid-Cap ETF shares in Q2 2024, an estimated $7.65K.
  • iShares Russell Mid-Cap ETF made up 0.02% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #517 holding.
  • Benjamin F. Edwards & Company first reported a position in iShares Russell Mid-Cap ETF in Q4 2014 and has held it in 39 quarters since.
  • Benjamin F. Edwards & Company's iShares Russell Mid-Cap ETF position peaked at $2.39M in Q2 2021.
  • 1,244 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.