BWM
IWR icon

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

Bullock 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 		– Sell
-11
Closed -$885 – 589
2024
Q2 		$885 Hold
11
– – ﹤0.01% 524
2024
Q1 		$919 Buy
+11
New +$872 ﹤0.01% 522

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

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

Bullock Wealth Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2024, closing a stake of 11 shares — an estimated $885 sold.

Bullock Wealth Management first reported a position in IWR in Q1 2024 and held it in 2 quarters. The position peaked at $919 in Q1 2024. 1,297 funds tracked by Wall St. Rank hold IWR as of Q3 2024.

  • Bullock Wealth Management reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Bullock Wealth Management sold 11 iShares Russell Mid-Cap ETF shares in Q3 2024, an estimated $885.
  • Bullock Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2024 and held it in 2 quarters.
  • Bullock Wealth Management's iShares Russell Mid-Cap ETF position peaked at $919 in Q1 2024.
  • 1,297 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2024.

Based on Bullock Wealth Management's 13F filing for Q3 2024, filed 24 Sep 2026.