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Custom Portfolio Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Custom Portfolio Group’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 		$16.2K Hold
200
– – 0.01% 149
2024
Q1 		$16.8K Hold
200
– – 0.01% 149
2023
Q4 		$15.5K Buy
+200
New +$14.2K 0.01% 150

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Custom Portfolio Group's IWR Position: Q2 2024 in Review

Custom Portfolio Group held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2024 at 200 shares worth $16.2K. The position accounts for 0.01% of the portfolio, ranked #149.

Custom Portfolio Group first reported a position in IWR in Q4 2023 and has held it in 3 quarters since. The position peaked at $16.8K in Q1 2024. 1,244 funds tracked by Wall St. Rank hold IWR as of Q2 2024.

  • Custom Portfolio Group held 200 shares of iShares Russell Mid-Cap ETF worth $16.2K as of Q2 2024.
  • Custom Portfolio Group left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2024.
  • iShares Russell Mid-Cap ETF made up 0.01% of Custom Portfolio Group's portfolio in Q2 2024, its #149 holding.
  • Custom Portfolio Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's iShares Russell Mid-Cap ETF position peaked at $16.8K in Q1 2024.
  • 1,244 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.