Boston Financial Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Boston Financial 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 Q4	$1.4M	Sell	15,866 -80	-0.5%	-$7.26K	0.04%	174
2024 Q3	$1.41M	Hold	15,946	–	–	0.04%	173
2024 Q2	$1.29M	Sell	15,946 -10	-0.1%	-$814	0.04%	174
2024 Q1	$1.34M	Sell	15,956 -3,690	-19%	-$292K	0.04%	173
2023 Q4	$1.53M	Buy	19,646 +157	+0.8%	+$11.2K	0.05%	154
2023 Q3	$1.35M	Sell	19,489 -540	-3%	-$39.4K	0.05%	150
2023 Q2	$1.46M	Sell	20,029 -1,031	-5%	-$71.7K	0.05%	156
2023 Q1	$1.47M	Sell	21,060 -5	-0%	-$353	0.06%	150
2022 Q4	$1.42M	Sell	21,065 -75,844	-78%	-$5.11M	0.06%	153
2022 Q3	$6.02M	Buy	96,909 +93,059	+2,417%	+$6.4M	0.26%	78
2022 Q2	$249K	Buy	3,850 +667	+21%	+$47.5K	0.01%	264
2022 Q1	$248K	Hold	3,183	–	–	0.01%	259
2021 Q4	$264K	Buy	3,183 +280	+10%	+$23K	0.01%	237
2021 Q3	$227K	Hold	2,903	–	–	0.01%	239
2021 Q2	$230K	Hold	2,903	–	–	0.01%	229
2021 Q1	$215K	Buy	+2,903	New	+$210K	0.01%	227
2020 Q3	–	Sell	-2,623	Closed	-$141K	–	257
2020 Q2	$141K	Sell	2,623 -192	-7%	-$9.62K	0.01%	258
2020 Q1	$122K	Buy	+2,815	New	+$155K	0.01%	257

Other funds holding IWR

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Boston Financial Management's IWR Position: Q4 2024 in Review

Boston Financial Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.5% in Q4 2024, selling an estimated $7.26K and leaving 15,866 shares worth $1.4M. The position accounts for 0.04% of the portfolio, ranked #174.

Boston Financial Management first reported a position in IWR in Q1 2020 and has held it in 18 quarters since. The position peaked at $6.02M in Q3 2022. 1,410 funds tracked by Wall St. Rank hold IWR as of Q4 2024.

Boston Financial Management held 15,866 shares of iShares Russell Mid-Cap ETF worth $1.4M as of Q4 2024.
Boston Financial Management sold 80 iShares Russell Mid-Cap ETF shares in Q4 2024, an estimated $7.26K.
iShares Russell Mid-Cap ETF made up 0.04% of Boston Financial Management's portfolio in Q4 2024, its #174 holding.
Boston Financial Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2020 and has held it in 18 quarters since.
Boston Financial Management's iShares Russell Mid-Cap ETF position peaked at $6.02M in Q3 2022.
1,410 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.