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

Fairhaven 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	$261K	Hold	2,958	–	–	0.08%	92
2024 Q3	$261K	Hold	2,958	–	–	0.08%	95
2024 Q2	$240K	Hold	2,958	–	–	0.08%	100
2024 Q1	$249K	Hold	2,958	–	–	0.09%	99
2023 Q4	$230K	Hold	2,958	–	–	0.08%	95
2023 Q3	$205K	Hold	2,958	–	–	0.08%	100
2023 Q2	$216K	Buy	+2,958	New	+$206K	0.08%	103
2022 Q3	–	Sell	-3,504	Closed	-$227K	–	116
2022 Q2	$227K	Buy	3,504 +653	+23%	+$46.5K	0.11%	92
2022 Q1	$222K	Hold	2,851	–	–	0.09%	108
2021 Q4	$237K	Hold	2,851	–	–	0.09%	96
2021 Q3	$223K	Hold	2,851	–	–	0.09%	97
2021 Q2	$226K	Hold	2,851	–	–	0.09%	99
2021 Q1	$211K	Buy	+2,851	New	+$206K	0.09%	99

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

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

Fairhaven Wealth Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q4 2024 at 2,958 shares worth $261K. The position accounts for 0.08% of the portfolio, ranked #92.

Fairhaven Wealth Management first reported a position in IWR in Q1 2021 and has held it in 13 quarters since. 1,410 funds tracked by Wall St. Rank hold IWR as of Q4 2024.

Fairhaven Wealth Management held 2,958 shares of iShares Russell Mid-Cap ETF worth $261K as of Q4 2024.
Fairhaven Wealth Management left its iShares Russell Mid-Cap ETF share count unchanged in Q4 2024.
iShares Russell Mid-Cap ETF made up 0.08% of Fairhaven Wealth Management's portfolio in Q4 2024, its #92 holding.
Fairhaven Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and has held it in 13 quarters since.
1,410 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.