Edge Capital Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Edge Capital 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 Q4	$444K	Buy	5,024 +157	+3%	+$14.3K	0.02%	220
2024 Q3	$429K	Sell	4,867 -277	-5%	-$23.3K	0.02%	225
2024 Q2	$417K	Hold	5,144	–	–	0.02%	223
2024 Q1	$433K	Buy	5,144 +739	+17%	+$58.6K	0.02%	219
2023 Q4	$342K	Buy	+4,405	New	+$313K	0.02%	235
2022 Q2	–	Sell	-6,952	Closed	-$543K	–	361
2022 Q1	$543K	Sell	6,952 -32,289	-82%	-$2.49M	0.04%	191
2021 Q4	$3.26M	Buy	+39,241	New	+$3.22M	0.23%	85

Other funds holding IWR

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

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

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

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

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

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

Edge Capital Group's IWR Position: Q4 2024 in Review

Edge Capital Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 3.2% in Q4 2024, buying an estimated $14.3K and bringing the position to 5,024 shares worth $444K. The position accounts for 0.02% of the portfolio, ranked #220.

Edge Capital Group first reported a position in IWR in Q4 2021 and has held it in 7 quarters since. The position peaked at $3.26M in Q4 2021. 1,410 funds tracked by Wall St. Rank hold IWR as of Q4 2024.

Edge Capital Group held 5,024 shares of iShares Russell Mid-Cap ETF worth $444K as of Q4 2024.
Edge Capital Group bought 157 iShares Russell Mid-Cap ETF shares in Q4 2024, an estimated $14.3K.
iShares Russell Mid-Cap ETF made up 0.02% of Edge Capital Group's portfolio in Q4 2024, its #220 holding.
Edge Capital Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 7 quarters since.
Edge Capital Group's iShares Russell Mid-Cap ETF position peaked at $3.26M in Q4 2021.
1,410 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.