Eagle Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Eagle Asset 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 Q1	–	Sell	-4,920	Closed	-$382K	–	590
2023 Q4	$382K	Buy	+4,920	New	+$350K	﹤0.01%	524
2020 Q4	–	Sell	-3,945	Closed	-$225K	–	629
2020 Q3	$225K	Buy	+3,945	New	+$225K	﹤0.01%	547
2019 Q1	–	Sell	-50,983	Closed	-$2.37M	–	623
2018 Q4	$2.37M	Buy	+50,983	New	+$2.57M	0.01%	477
2017 Q1	–	Sell	-50,420	Closed	-$2.25M	–	663
2016 Q4	$2.25M	Buy	+50,420	New	+$2.2M	0.01%	538
2016 Q1	–	Sell	-42,888	Closed	-$1.72M	–	641
2015 Q4	$1.72M	Buy	42,888 +33,088	+338%	+$1.35M	0.01%	559
2015 Q3	$381K	Buy	+9,800	New	+$406K	﹤0.01%	619

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Eagle Asset Management's IWR Position: Q1 2024 in Review

Eagle Asset Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2024, closing a stake of 4,920 shares — an estimated $382K sold.

Eagle Asset Management first reported a position in IWR in Q3 2015 and held it in 6 quarters. The position peaked at $2.37M in Q4 2018. 1,253 funds tracked by Wall St. Rank hold IWR as of Q1 2024.

Eagle Asset Management reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
Eagle Asset Management sold 4,920 iShares Russell Mid-Cap ETF shares in Q1 2024, an estimated $382K.
Eagle Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2015 and held it in 6 quarters.
Eagle Asset Management's iShares Russell Mid-Cap ETF position peaked at $2.37M in Q4 2018.
1,253 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2024.

Based on Eagle Asset Management's 13F filing for Q1 2024, filed 9 May 2024.