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Charles D. Hyman’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Charles D. Hyman’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
Q2 		$210K Hold
2,595
– – 0.01% 235
2024
Q1 		$218K Hold
2,595
– – 0.01% 238
2023
Q4 		$202K Buy
+2,595
New +$184K 0.01% 238

Other funds holding IWR

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

Charles D. Hyman's IWR Position: Q2 2024 in Review

Charles D. Hyman held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2024 at 2,595 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #235.

Charles D. Hyman first reported a position in IWR in Q4 2023 and has held it in 3 quarters since. The position peaked at $218K in Q1 2024. 1,242 funds tracked by Wall St. Rank hold IWR as of Q2 2024.

  • Charles D. Hyman held 2,595 shares of iShares Russell Mid-Cap ETF worth $210K as of Q2 2024.
  • Charles D. Hyman left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2024.
  • iShares Russell Mid-Cap ETF made up 0.01% of Charles D. Hyman's portfolio in Q2 2024, its #235 holding.
  • Charles D. Hyman first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 3 quarters since.
  • Charles D. Hyman's iShares Russell Mid-Cap ETF position peaked at $218K in Q1 2024.
  • 1,242 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.