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Family Investment Center’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Family Investment Center’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
-2,992
Closed -$243K – 88
2024
Q2 		$243K Hold
2,992
– – 0.07% 76
2024
Q1 		$252K Hold
2,992
– – 0.08% 72
2023
Q4 		$233K Hold
2,992
– – 0.12% 67
2023
Q3 		$207K Hold
2,992
– – 0.13% 51
2023
Q2 		$219K Hold
2,992
– – 0.14% 48
2023
Q1 		$209K Hold
2,992
– – 0.14% 48
2022
Q4 		$202K Buy
+2,992
New +$202K 0.15% 48

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 $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Family Investment Center's IWR Position: Q3 2024 in Review

Family Investment Center sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2024, closing a stake of 2,992 shares — an estimated $243K sold.

Family Investment Center first reported a position in IWR in Q4 2022 and held it in 7 quarters. The position peaked at $252K in Q1 2024. 1,292 funds tracked by Wall St. Rank hold IWR as of Q3 2024.

  • Family Investment Center reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Family Investment Center sold 2,992 iShares Russell Mid-Cap ETF shares in Q3 2024, an estimated $243K.
  • Family Investment Center first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and held it in 7 quarters.
  • Family Investment Center's iShares Russell Mid-Cap ETF position peaked at $252K in Q1 2024.
  • 1,292 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2024.

Based on Family Investment Center's 13F filing for Q3 2024, filed 24 Oct 2024.