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Clear Investment Research’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Clear Investment Research’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 		– Sell
-188
Closed -$15.8K – 214
2024
Q1 		$15.8K Buy
188
+1
+0.5% +$79 0.02% 145
2023
Q4 		$14.6K Buy
187
+1
+0.5% +$71 0.02% 163
2023
Q3 		$12.9K Buy
186
+2
+1% +$146 0.02% 124
2023
Q2 		$13.4K Sell
184
-2
-1% -$139 0.02% 128
2023
Q1 		$13K Buy
186
+6
+3% +$424 0.02% 125
2022
Q4 		$12K Sell
180
-7
-4% -$472 0.02% 118
2022
Q3 		$12K Hold
187
– – 0.03% 114
2022
Q2 		$12K Buy
187
+14
+8% +$997 0.03% 103
2022
Q1 		$14K Sell
173
-3
-2% -$231 0.03% 111
2021
Q4 		$15K Buy
176
+2
+1% +$164 0.02% 112
2021
Q3 		$14K Buy
174
+1
+0.6% +$80 0.02% 113
2021
Q2 		$14K Sell
173
-1,025
-86% -$79.5K 0.02% 113
2021
Q1 		$89K Buy
1,198
+2
+0.2% +$145 0.16% 58
2020
Q4 		$82K Sell
1,196
-44
-4% -$2.8K 0.15% 61
2020
Q3 		$71K Sell
1,240
-65
-5% -$3.7K 0.14% 63
2020
Q2 		$70K Buy
1,305
+1,017
+353% +$51K 0.15% 61
2020
Q1 		$12K Sell
288
-337
-54% -$18.5K 0.03% 83
2019
Q4 		$37K Buy
+625
New +$35.9K 0.08% 68

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

Clear Investment Research's IWR Position: Q2 2024 in Review

Clear Investment Research sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2024, closing a stake of 188 shares — an estimated $15.8K sold.

Clear Investment Research first reported a position in IWR in Q4 2019 and held it in 18 quarters. The position peaked at $89K in Q1 2021. 1,242 funds tracked by Wall St. Rank hold IWR as of Q2 2024.

  • Clear Investment Research reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Clear Investment Research sold 188 iShares Russell Mid-Cap ETF shares in Q2 2024, an estimated $15.8K.
  • Clear Investment Research first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and held it in 18 quarters.
  • Clear Investment Research's iShares Russell Mid-Cap ETF position peaked at $89K in Q1 2021.
  • 1,242 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2024.

Based on Clear Investment Research's 13F filing for Q2 2024, filed 8 Aug 2024.