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Gunn & Company Investment Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Gunn & Company Investment 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
Q3 		– Sell
-48,817
Closed -$3.96M – 103
2024
Q2 		$3.96M Buy
+48,817
New +$3.97M 0.23% 47
2024
Q1 		– Sell
-9,630
Closed -$749K – 98
2023
Q4 		$749K Buy
+9,630
New +$684K 0.05% 61

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 $202B AUM 37.79% 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 $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gunn & Company Investment Management's IWR Position: Q3 2024 in Review

Gunn & Company Investment Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2024, closing a stake of 48,817 shares — an estimated $3.96M sold.

Gunn & Company Investment Management first reported a position in IWR in Q4 2023 and held it in 2 quarters. The position peaked at $3.96M in Q2 2024. 1,292 funds tracked by Wall St. Rank hold IWR as of Q3 2024.

  • Gunn & Company Investment Management reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Gunn & Company Investment Management sold 48,817 iShares Russell Mid-Cap ETF shares in Q3 2024, an estimated $3.96M.
  • Gunn & Company Investment Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and held it in 2 quarters.
  • Gunn & Company Investment Management's iShares Russell Mid-Cap ETF position peaked at $3.96M in Q2 2024.
  • 1,292 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.