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CoreFirst Bank & Trust’s iShares Russell Mid-Cap ETF IWR Stock Holding History

CoreFirst Bank & Trust’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
2023
Q4 		– Sell
-1,316
Closed -$91.1K – 385
2023
Q3 		$91.1K Buy
+1,316
New +$96K 0.06% 177

Other funds holding IWR

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

CoreFirst Bank & Trust's IWR Position: Q4 2023 in Review

CoreFirst Bank & Trust sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2023, closing a stake of 1,316 shares — an estimated $91.1K sold.

CoreFirst Bank & Trust first reported a position in IWR in Q3 2023 and held it in 1 quarter. The position peaked at $91.1K in Q3 2023. 1,246 funds tracked by Wall St. Rank hold IWR as of Q4 2023.

  • CoreFirst Bank & Trust reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • CoreFirst Bank & Trust sold 1,316 iShares Russell Mid-Cap ETF shares in Q4 2023, an estimated $91.1K.
  • CoreFirst Bank & Trust first reported a position in iShares Russell Mid-Cap ETF in Q3 2023 and held it in 1 quarter.
  • CoreFirst Bank & Trust's iShares Russell Mid-Cap ETF position peaked at $91.1K in Q3 2023.
  • 1,246 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2023.

Based on CoreFirst Bank & Trust's 13F filing for Q4 2023, filed 18 Mar 2024.