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HeadInvest LLC’s iShares Russell Mid-Cap ETF IWR Stock Holding History

HeadInvest LLC’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
-3,749
Closed -$330K – 240
2024
Q3 		$330K Buy
+3,749
New +$316K 0.06% 185
2023
Q4 		– Sell
-1,500
Closed -$103K – 459
2023
Q3 		$103K Buy
+1,500
New +$109K 0.02% 279

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

HeadInvest LLC's IWR Position: Q4 2024 in Review

HeadInvest LLC sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2024, closing a stake of 3,749 shares — an estimated $330K sold.

HeadInvest LLC first reported a position in IWR in Q3 2023 and held it in 2 quarters. The position peaked at $330K in Q3 2024. 1,410 funds tracked by Wall St. Rank hold IWR as of Q4 2024.

  • HeadInvest LLC reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • HeadInvest LLC sold 3,749 iShares Russell Mid-Cap ETF shares in Q4 2024, an estimated $330K.
  • HeadInvest LLC first reported a position in iShares Russell Mid-Cap ETF in Q3 2023 and held it in 2 quarters.
  • HeadInvest LLC's iShares Russell Mid-Cap ETF position peaked at $330K in Q3 2024.
  • 1,410 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2024.

Based on HeadInvest LLC's 13F filing for Q4 2024, filed 18 Feb 2025.