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

GYL Financial Synergies’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	$698K	Buy	7,922 +1,824	+30%	+$154K	0.05%	213
2024 Q2	$494K	Hold	6,098	–	–	0.04%	236
2024 Q1	$513K	Buy	6,098 +57	+0.9%	+$4.52K	0.04%	237
2023 Q4	$470K	Buy	6,041 +497	+9%	+$35.3K	0.04%	246
2023 Q3	$384K	Sell	5,544 -250	-4%	-$18.2K	0.04%	257
2023 Q2	$423K	Buy	5,794 +524	+10%	+$36.4K	0.04%	252
2023 Q1	$368K	Hold	5,270	–	–	0.04%	219
2022 Q4	$355K	Hold	5,270	–	–	0.08%	163
2022 Q3	$328K	Hold	5,270	–	–	0.09%	145
2022 Q2	$341K	Buy	5,270 +262	+5%	+$18.7K	0.09%	137
2022 Q1	$391K	Hold	5,008	–	–	0.09%	131
2021 Q4	$416K	Hold	5,008	–	–	0.11%	137
2021 Q3	$392K	Hold	5,008	–	–	0.2%	128
2021 Q2	$397K	Hold	5,008	–	–	0.21%	125
2021 Q1	$370K	Hold	5,008	–	–	0.2%	126
2020 Q4	$343K	Hold	5,008	–	–	0.2%	122
2020 Q3	$287K	Hold	5,008	–	–	0.19%	124
2020 Q2	$268K	Hold	5,008	–	–	0.19%	125
2020 Q1	$216K	Hold	5,008	–	–	0.14%	132
2019 Q4	$299K	Hold	5,008	–	–	0.13%	127
2019 Q3	$280K	Hold	5,008	–	–	0.14%	132
2019 Q2	$280K	Sell	5,008 -340	-6%	-$18.7K	0.15%	120
2019 Q1	$289K	Buy	5,348 +540	+11%	+$28K	0.16%	111
2018 Q4	$223K	Buy	+4,808	New	+$243K	0.16%	121

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GYL Financial Synergies's IWR Position: Q3 2024 in Review

GYL Financial Synergies increased its iShares Russell Mid-Cap ETF (IWR) stake by 30% in Q3 2024, buying an estimated $154K and bringing the position to 7,922 shares worth $698K. The position accounts for 0.05% of the portfolio, ranked #213.

GYL Financial Synergies first reported a position in IWR in Q4 2018 and has held it in 24 quarters since. 1,296 funds tracked by Wall St. Rank hold IWR as of Q3 2024.

GYL Financial Synergies held 7,922 shares of iShares Russell Mid-Cap ETF worth $698K as of Q3 2024.
GYL Financial Synergies bought 1,824 iShares Russell Mid-Cap ETF shares in Q3 2024, an estimated $154K.
iShares Russell Mid-Cap ETF made up 0.05% of GYL Financial Synergies's portfolio in Q3 2024, its #213 holding.
GYL Financial Synergies first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 24 quarters since.
1,296 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.