CBIZ Investment Advisory Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

CBIZ Investment Advisory Services’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 Q1	–	Sell	-3,094	Closed	-$240K	–	358
2023 Q4	$240K	Hold	3,094	–	–	0.02%	42
2023 Q3	$215K	Hold	3,094	–	–	0.02%	30
2023 Q2	$226K	Hold	3,094	–	–	0.02%	28
2023 Q1	$216K	Buy	+3,094	New	+$218K	0.02%	31

Other funds holding IWR

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

CBIZ Investment Advisory Services's IWR Position: Q1 2024 in Review

CBIZ Investment Advisory Services sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2024, closing a stake of 3,094 shares — an estimated $240K sold.

CBIZ Investment Advisory Services first reported a position in IWR in Q1 2023 and held it in 4 quarters. The position peaked at $240K in Q4 2023. 1,253 funds tracked by Wall St. Rank hold IWR as of Q1 2024.

CBIZ Investment Advisory Services reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
CBIZ Investment Advisory Services sold 3,094 iShares Russell Mid-Cap ETF shares in Q1 2024, an estimated $240K.
CBIZ Investment Advisory Services first reported a position in iShares Russell Mid-Cap ETF in Q1 2023 and held it in 4 quarters.
CBIZ Investment Advisory Services's iShares Russell Mid-Cap ETF position peaked at $240K in Q4 2023.
1,253 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2024.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2024, filed 13 May 2024.