Institute for Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Institute for Wealth Management’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	-2,484	Closed	-$219K	–	540
2024 Q3	$219K	Hold	2,484	–	–	0.03%	502
2024 Q2	$201K	Hold	2,484	–	–	0.03%	482
2024 Q1	$209K	Buy	+2,484	New	+$197K	0.03%	476
2022 Q1	–	Sell	-2,486	Closed	-$206K	–	554
2021 Q4	$206K	Buy	+2,486	New	+$204K	0.03%	468
2020 Q1	–	Sell	-2,104	Closed	-$125K	–	543
2019 Q4	$125K	Buy	+2,104	New	+$121K	0.03%	456
2014 Q4	–	Sell	-624	Closed	-$25K	–	40
2014 Q3	$25K	Hold	624	–	–	0.02%	43
2014 Q2	$25K	Hold	624	–	–	0.02%	43
2014 Q1	$24K	Sell	624 -143,528	-100%	-$5.44M	0.02%	57
2013 Q4	$5.41M	Sell	144,152 -21,912	-13%	-$792K	3.89%	4
2013 Q3	$5.77M	Sell	166,064 -34,712	-17%	-$1.19M	3.97%	5
2013 Q2	$6.52M	Buy	+200,776	New	+$6.51M	5.24%	4

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

Institute for Wealth Management's IWR Position: Q4 2024 in Review

Institute for Wealth Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2024, closing a stake of 2,484 shares — an estimated $219K sold.

Institute for Wealth Management first reported a position in IWR in Q2 2013 and held it in 11 quarters. The position peaked at $6.52M in Q2 2013. 1,410 funds tracked by Wall St. Rank hold IWR as of Q4 2024.

Institute for Wealth Management reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
Institute for Wealth Management sold 2,484 iShares Russell Mid-Cap ETF shares in Q4 2024, an estimated $219K.
Institute for Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and held it in 11 quarters.
Institute for Wealth Management's iShares Russell Mid-Cap ETF position peaked at $6.52M in Q2 2013.
1,410 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2024.

Based on Institute for Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.