First Trust Direct Indexing’s iShares Russell Mid-Cap ETF IWR Stock Holding History

First Trust Direct Indexing’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	–	Sell	-2,461	Closed	-$217K	–	460
2024 Q3	$217K	Buy	+2,461	New	+$207K	0.01%	887
2024 Q2	–	Sell	-2,416	Closed	-$203K	–	925
2024 Q1	$203K	Buy	+2,416	New	+$191K	0.02%	736

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

First Trust Direct Indexing's IWR Position: Q4 2024 in Review

First Trust Direct Indexing sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2024, closing a stake of 2,461 shares — an estimated $217K sold.

First Trust Direct Indexing first reported a position in IWR in Q1 2024 and held it in 2 quarters. The position peaked at $217K in Q3 2024. 1,410 funds tracked by Wall St. Rank hold IWR as of Q4 2024.

First Trust Direct Indexing reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 2,461 iShares Russell Mid-Cap ETF shares in Q4 2024, an estimated $217K.
First Trust Direct Indexing first reported a position in iShares Russell Mid-Cap ETF in Q1 2024 and held it in 2 quarters.
First Trust Direct Indexing's iShares Russell Mid-Cap ETF position peaked at $217K in Q3 2024.
1,410 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.