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

HBC 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 Q4	$465K	Hold	5,266	–	–	0.28%	21
2024 Q3	$467K	Hold	5,266	–	–	0.28%	21
2024 Q2	$443K	Hold	5,266	–	–	0.28%	19
2024 Q1	$418K	Hold	5,266	–	–	0.28%	19
2023 Q4	$409K	Hold	5,266	–	–	0.28%	20
2023 Q3	$364K	Hold	5,266	–	–	0.27%	19
2023 Q2	$397K	Hold	5,266	–	–	0.28%	19
2023 Q1	$368K	Hold	5,266	–	–	0.28%	20
2022 Q4	$359K	Hold	5,266	–	–	0.29%	17
2022 Q3	$327K	Hold	5,266	–	–	0.28%	19
2022 Q2	$350K	Hold	5,266	–	–	0.27%	20
2022 Q1	$384K	Hold	5,266	–	–	0.28%	19
2021 Q4	$437K	Hold	5,266	–	–	0.28%	20
2021 Q3	$421K	Hold	5,266	–	–	0.28%	20
2021 Q2	$402K	Hold	5,266	–	–	0.27%	21
2021 Q1	$407K	Buy	5,266 +3,300	+168%	+$239K	0.28%	19
2020 Q4	$139K	Hold	1,966	–	–	0.11%	29
2020 Q3	$124K	Hold	1,966	–	–	0.1%	28
2020 Q2	$109K	Sell	1,966 -1,200	-38%	-$60.1K	0.1%	29
2020 Q1	$129K	Hold	3,166	–	–	0.15%	23
2019 Q4	$189K	Buy	+3,166	New	+$182K	0.16%	26

Other funds holding IWR

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

HBC Financial Services's IWR Position: Q4 2024 in Review

HBC Financial Services held its iShares Russell Mid-Cap ETF (IWR) position steady in Q4 2024 at 5,266 shares worth $465K. The position accounts for 0.28% of the portfolio, ranked #21.

HBC Financial Services first reported a position in IWR in Q4 2019 and has held it in 21 quarters since. The position peaked at $467K in Q3 2024. 1,413 funds tracked by Wall St. Rank hold IWR as of Q4 2024.

HBC Financial Services held 5,266 shares of iShares Russell Mid-Cap ETF worth $465K as of Q4 2024.
HBC Financial Services left its iShares Russell Mid-Cap ETF share count unchanged in Q4 2024.
iShares Russell Mid-Cap ETF made up 0.28% of HBC Financial Services's portfolio in Q4 2024, its #21 holding.
HBC Financial Services first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 21 quarters since.
HBC Financial Services's iShares Russell Mid-Cap ETF position peaked at $467K in Q3 2024.
1,413 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.