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Dechtman Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Dechtman Wealth Management’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 		$373K Sell
4,217
-665
-14% -$60.4K 0.07% 42
2024
Q3 		$430K Sell
4,882
-43
-0.9% -$3.62K 0.09% 40
2024
Q2 		$399K Sell
4,925
-2,271
-32% -$185K 0.09% 40
2024
Q1 		$605K Sell
7,196
-430
-6% -$34.1K 0.14% 31
2023
Q4 		$592K Sell
7,626
-1,128
-13% -$80.1K 0.16% 27
2023
Q3 		$606K Sell
8,754
-567
-6% -$41.4K 0.18% 24
2023
Q2 		$681K Buy
+9,321
New +$648K 0.2% 20

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Dechtman Wealth Management's IWR Position: Q4 2024 in Review

Dechtman Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 14% in Q4 2024, selling an estimated $60.4K and leaving 4,217 shares worth $373K. The position accounts for 0.07% of the portfolio, ranked #42.

Dechtman Wealth Management first reported a position in IWR in Q2 2023 and has held it in 7 quarters since. The position peaked at $681K in Q2 2023. 1,413 funds tracked by Wall St. Rank hold IWR as of Q4 2024.

  • Dechtman Wealth Management held 4,217 shares of iShares Russell Mid-Cap ETF worth $373K as of Q4 2024.
  • Dechtman Wealth Management sold 665 iShares Russell Mid-Cap ETF shares in Q4 2024, an estimated $60.4K.
  • iShares Russell Mid-Cap ETF made up 0.07% of Dechtman Wealth Management's portfolio in Q4 2024, its #42 holding.
  • Dechtman Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2023 and has held it in 7 quarters since.
  • Dechtman Wealth Management's iShares Russell Mid-Cap ETF position peaked at $681K in Q2 2023.
  • 1,413 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.