First Personal Financial Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

First Personal Financial Services’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	$299K	Hold	3,394	–	–	0.06%	108
2024 Q2	$275K	Sell	3,394 -750	-18%	-$61K	0.06%	106
2024 Q1	$348K	Sell	4,144 -68	-2%	-$5.39K	0.08%	97
2023 Q4	$327K	Hold	4,212	–	–	0.08%	97
2023 Q3	$292K	Hold	4,212	–	–	0.08%	98
2023 Q2	$308K	Hold	4,212	–	–	0.08%	95
2023 Q1	$295K	Sell	4,212 -159	-4%	-$11.2K	0.08%	98
2022 Q4	$295K	Hold	4,371	–	–	0.08%	97
2022 Q3	$272K	Hold	4,371	–	–	0.08%	100
2022 Q2	$283K	Hold	4,371	–	–	0.08%	93
2022 Q1	$341K	Sell	4,371 -144	-3%	-$11.1K	0.08%	96
2021 Q4	$375K	Hold	4,515	–	–	0.08%	93
2021 Q3	$353K	Hold	4,515	–	–	0.09%	96
2021 Q2	$358K	Buy	4,515 +3,159	+233%	+$245K	0.09%	96
2021 Q1	$100K	Hold	1,356	–	–	0.03%	147
2020 Q4	$93K	Sell	1,356 -144	-10%	-$9.17K	0.03%	149
2020 Q3	$86K	Hold	1,500	–	–	0.03%	152
2020 Q2	$80K	Hold	1,500	–	–	0.03%	158
2020 Q1	$65K	Hold	1,500	–	–	0.03%	164
2019 Q4	$89K	Hold	1,500	–	–	0.03%	160
2019 Q3	$84K	Hold	1,500	–	–	0.03%	192
2019 Q2	$84K	Hold	1,500	–	–	0.02%	224
2019 Q1	$81K	Hold	1,500	–	–	0.02%	223
2018 Q4	$70K	Hold	1,500	–	–	0.02%	223
2018 Q3	$83K	Buy	+1,500	New	+$82.2K	0.03%	224
2017 Q2	–	Sell	-1,136	Closed	-$53K	–	864
2017 Q1	$53K	Hold	1,136	–	–	0.01%	381
2016 Q4	$51K	Buy	+1,136	New	+$49.7K	0.01%	369

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

First Personal Financial Services's IWR Position: Q3 2024 in Review

First Personal Financial Services held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2024 at 3,394 shares worth $299K. The position accounts for 0.06% of the portfolio, ranked #108.

First Personal Financial Services first reported a position in IWR in Q4 2016 and has held it in 27 quarters since. The position peaked at $375K in Q4 2021. 1,292 funds tracked by Wall St. Rank hold IWR as of Q3 2024.

First Personal Financial Services held 3,394 shares of iShares Russell Mid-Cap ETF worth $299K as of Q3 2024.
First Personal Financial Services left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2024.
iShares Russell Mid-Cap ETF made up 0.06% of First Personal Financial Services's portfolio in Q3 2024, its #108 holding.
First Personal Financial Services first reported a position in iShares Russell Mid-Cap ETF in Q4 2016 and has held it in 27 quarters since.
First Personal Financial Services's iShares Russell Mid-Cap ETF position peaked at $375K in Q4 2021.
1,292 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.