GJWM
IWR icon

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

Gilliland Jeter 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 		– Sell
-1,253
Closed -$110K – 409
2024
Q3 		$110K Hold
1,253
– – 0.04% 217
2024
Q2 		$102K Hold
1,253
– – 0.03% 215
2024
Q1 		$105K Buy
+1,253
New +$99.3K 0.04% 212

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Gilliland Jeter Wealth Management's IWR Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2024, closing a stake of 1,253 shares — an estimated $110K sold.

Gilliland Jeter Wealth Management first reported a position in IWR in Q1 2024 and held it in 3 quarters. The position peaked at $110K in Q3 2024. 1,410 funds tracked by Wall St. Rank hold IWR as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 1,253 iShares Russell Mid-Cap ETF shares in Q4 2024, an estimated $110K.
  • Gilliland Jeter Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's iShares Russell Mid-Cap ETF position peaked at $110K in Q3 2024.
  • 1,410 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.