Householder Group Estate & Retirement Specialist’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Householder Group Estate & Retirement Specialist’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	-426	Closed	-$37K	–	878
2024 Q3	$37K	Hold	426	–	–	0.01%	543
2024 Q2	$34K	Buy	426 +24	+6%	+$1.95K	0.01%	556
2024 Q1	$33.8K	Sell	402 -47	-10%	-$3.72K	0.01%	558
2023 Q4	$34K	Sell	449 -146	-25%	-$10.4K	0.01%	540
2023 Q3	$41.3K	Buy	+595	New	+$43.4K	0.01%	488
2023 Q1	$63K	Buy	+900	New	+$63.5K	0.02%	396
2022 Q4	–	Sell	-730	Closed	-$45K	–	723
2022 Q3	$45K	Buy	+730	New	+$50.2K	0.02%	415

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IWR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2024, closing a stake of 426 shares — an estimated $37K sold.

Householder Group Estate & Retirement Specialist first reported a position in IWR in Q3 2022 and held it in 7 quarters. The position peaked at $63K in Q1 2023. 1,410 funds tracked by Wall St. Rank hold IWR as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 426 iShares Russell Mid-Cap ETF shares in Q4 2024, an estimated $37K.
Householder Group Estate & Retirement Specialist first reported a position in iShares Russell Mid-Cap ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's iShares Russell Mid-Cap ETF position peaked at $63K in Q1 2023.
1,410 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.