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Criterion Capital Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Criterion Capital Advisors’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 		$33.7K Hold
416
– – 0.02% 170
2024
Q3 		$33.7K Hold
416
– – 0.02% 170
2024
Q2 		$33.7K Hold
416
– – 0.02% 170
2024
Q1 		$35K Hold
416
– – 0.02% 168
2023
Q4 		$32.3K Buy
+416
New +$29.6K 0.02% 177

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
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
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

Criterion Capital Advisors's IWR Position: Q4 2024 in Review

Criterion Capital Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q4 2024 at 416 shares worth $33.7K. The position accounts for 0.02% of the portfolio, ranked #170.

Criterion Capital Advisors first reported a position in IWR in Q4 2023 and has held it in 5 quarters since. The position peaked at $35K in Q1 2024. 1,410 funds tracked by Wall St. Rank hold IWR as of Q4 2024.

  • Criterion Capital Advisors held 416 shares of iShares Russell Mid-Cap ETF worth $33.7K as of Q4 2024.
  • Criterion Capital Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q4 2024.
  • iShares Russell Mid-Cap ETF made up 0.02% of Criterion Capital Advisors's portfolio in Q4 2024, its #170 holding.
  • Criterion Capital Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's iShares Russell Mid-Cap ETF position peaked at $35K in Q1 2024.
  • 1,410 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.