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HTLF Bank’s iShares Russell Mid-Cap ETF IWR Stock Holding History

HTLF Bank’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 		$356K Sell
4,022
-122
-3% -$11.1K 0.04% 151
2024
Q3 		$365K Sell
4,144
-156
-4% -$13.1K 0.04% 154
2024
Q2 		$349K Sell
4,300
-77
-2% -$6.27K 0.04% 166
2024
Q1 		$368K Buy
4,377
+852
+24% +$67.5K 0.04% 165
2023
Q4 		$274K Buy
+3,525
New +$250K 0.03% 184

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

HTLF Bank's IWR Position: Q4 2024 in Review

HTLF Bank reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.9% in Q4 2024, selling an estimated $11.1K and leaving 4,022 shares worth $356K. The position accounts for 0.04% of the portfolio, ranked #151.

HTLF Bank first reported a position in IWR in Q4 2023 and has held it in 5 quarters since. The position peaked at $368K in Q1 2024. 1,410 funds tracked by Wall St. Rank hold IWR as of Q4 2024.

  • HTLF Bank held 4,022 shares of iShares Russell Mid-Cap ETF worth $356K as of Q4 2024.
  • HTLF Bank sold 122 iShares Russell Mid-Cap ETF shares in Q4 2024, an estimated $11.1K.
  • iShares Russell Mid-Cap ETF made up 0.04% of HTLF Bank's portfolio in Q4 2024, its #151 holding.
  • HTLF Bank first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 5 quarters since.
  • HTLF Bank's iShares Russell Mid-Cap ETF position peaked at $368K in Q1 2024.
  • 1,410 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2024.

Based on HTLF Bank's 13F filing for Q4 2024, filed 28 Jan 2025.