Financial Synergies Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Financial Synergies Wealth Advisors’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 Q2	–	Sell	-380	Closed	-$31.9K	–	256
2024 Q1	$31.9K	Buy	380 +208	+121%	+$16.5K	﹤0.01%	157
2023 Q4	$11.6K	Sell	172 -218	-56%	-$15.5K	﹤0.01%	176
2023 Q3	$27K	Hold	390	–	–	﹤0.01%	153
2023 Q2	$28.5K	Buy	390 +1	+0.3%	+$70	﹤0.01%	140
2023 Q1	$27.2K	Buy	389 +217	+126%	+$15.3K	﹤0.01%	150
2022 Q4	$11.6K	Buy	172 +1	+0.6%	+$67	﹤0.01%	176
2022 Q3	$10.6K	Buy	+171	New	+$11.8K	﹤0.01%	159

Other funds holding IWR

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Financial Synergies Wealth Advisors's IWR Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2024, closing a stake of 380 shares — an estimated $31.9K sold.

Financial Synergies Wealth Advisors first reported a position in IWR in Q3 2022 and held it in 7 quarters. The position peaked at $31.9K in Q1 2024. 1,242 funds tracked by Wall St. Rank hold IWR as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 380 iShares Russell Mid-Cap ETF shares in Q2 2024, an estimated $31.9K.
Financial Synergies Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2022 and held it in 7 quarters.
Financial Synergies Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $31.9K in Q1 2024.
1,242 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.