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

Cassady Schiller 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	$201K	Sell	2,268 -51	-2%	-$4.63K	0.07%	117
2024 Q3	$204K	Sell	2,319 -81	-3%	-$6.83K	0.07%	117
2024 Q2	$195K	Hold	2,400	–	–	0.08%	115
2024 Q1	$202K	Hold	2,400	–	–	0.09%	114
2023 Q4	$187K	Hold	2,400	–	–	0.09%	112
2023 Q3	$166K	Buy	2,400 +100	+4%	+$7.29K	0.09%	114
2023 Q2	$168K	Hold	2,300	–	–	0.09%	116
2023 Q1	$161K	Sell	2,300 -2,984	-56%	-$211K	0.08%	116
2022 Q4	$356K	Buy	5,284 +12	+0.2%	+$809	0.22%	75
2022 Q3	$328K	Hold	5,272	–	–	0.19%	78
2022 Q2	$341K	Buy	5,272 +5	+0.1%	+$356	0.18%	72
2022 Q1	$411K	Buy	5,267 +3	+0.1%	+$231	0.2%	73
2021 Q4	$437K	Buy	+5,264	New	+$432K	0.26%	58

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

Cassady Schiller Wealth Management's IWR Position: Q4 2024 in Review

Cassady Schiller Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.2% in Q4 2024, selling an estimated $4.63K and leaving 2,268 shares worth $201K. The position accounts for 0.07% of the portfolio, ranked #117.

Cassady Schiller Wealth Management first reported a position in IWR in Q4 2021 and has held it in 13 quarters since. The position peaked at $437K in Q4 2021. 1,410 funds tracked by Wall St. Rank hold IWR as of Q4 2024.

Cassady Schiller Wealth Management held 2,268 shares of iShares Russell Mid-Cap ETF worth $201K as of Q4 2024.
Cassady Schiller Wealth Management sold 51 iShares Russell Mid-Cap ETF shares in Q4 2024, an estimated $4.63K.
iShares Russell Mid-Cap ETF made up 0.07% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #117 holding.
Cassady Schiller Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 13 quarters since.
Cassady Schiller Wealth Management's iShares Russell Mid-Cap ETF position peaked at $437K in Q4 2021.
1,410 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.