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

Campbell 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
Q4 		$431K Buy
+4,877
New +$443K 0.04% 54
2024
Q2 		– Sell
-5,237
Closed -$440K – 67
2024
Q1 		$440K Buy
+5,237
New +$415K 0.04% 46
2020
Q3 		– Sell
-236
Closed -$13K – 211
2020
Q2 		$13K Buy
+236
New +$11.8K ﹤0.01% 246

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Campbell Wealth Management's IWR Position: Q4 2024 in Review

Campbell Wealth Management opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q4 2024: 4,877 shares worth $431K. The stake represents 0.04% of the portfolio and ranks #54 among its holdings. This is a return to the name: Campbell Wealth Management previously reported a position in IWR as recently as Q1 2024.

Campbell Wealth Management first reported a position in IWR in Q2 2020 and has held it in 3 quarters since. The position peaked at $440K in Q1 2024. 1,410 funds tracked by Wall St. Rank hold IWR as of Q4 2024.

  • Campbell Wealth Management held 4,877 shares of iShares Russell Mid-Cap ETF worth $431K as of Q4 2024.
  • iShares Russell Mid-Cap ETF was a new Campbell Wealth Management position in Q4 2024.
  • iShares Russell Mid-Cap ETF made up 0.04% of Campbell Wealth Management's portfolio in Q4 2024, its #54 holding.
  • Campbell Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2020 and has held it in 3 quarters since.
  • Campbell Wealth Management's iShares Russell Mid-Cap ETF position peaked at $440K in Q1 2024.
  • 1,410 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.