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Eight 31 Financial’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Eight 31 Financial’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
Q3 		– Sell
-6,061
Closed -$491K – 74
2024
Q2 		$491K Sell
6,061
-199
-3% -$16.2K 0.37% 41
2024
Q1 		$526K Sell
6,260
-172
-3% -$13.6K 0.33% 61
2023
Q4 		$500K Buy
+6,432
New +$457K 0.31% 62

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Eight 31 Financial's IWR Position: Q3 2024 in Review

Eight 31 Financial sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2024, closing a stake of 6,061 shares — an estimated $491K sold.

Eight 31 Financial first reported a position in IWR in Q4 2023 and held it in 3 quarters. The position peaked at $526K in Q1 2024. 1,292 funds tracked by Wall St. Rank hold IWR as of Q3 2024.

  • Eight 31 Financial reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Eight 31 Financial sold 6,061 iShares Russell Mid-Cap ETF shares in Q3 2024, an estimated $491K.
  • Eight 31 Financial first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and held it in 3 quarters.
  • Eight 31 Financial's iShares Russell Mid-Cap ETF position peaked at $526K in Q1 2024.
  • 1,292 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2024.

Based on Eight 31 Financial's 13F filing for Q3 2024, filed 14 Nov 2024.