Institutional & Family Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Institutional & Family Asset 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 Q2	$20.8K	Hold	256	–	–	﹤0.01%	334
2024 Q1	$21.5K	Hold	256	–	–	﹤0.01%	320
2023 Q4	$19.9K	Hold	256	–	–	﹤0.01%	318
2023 Q3	$17.7K	Hold	256	–	–	﹤0.01%	318
2023 Q2	$18.7K	Hold	256	–	–	﹤0.01%	318
2023 Q1	$17.9K	Hold	256	–	–	﹤0.01%	324
2022 Q4	$17.3K	Hold	256	–	–	﹤0.01%	324
2022 Q3	$16K	Hold	256	–	–	﹤0.01%	336
2022 Q2	$17K	Hold	256	–	–	﹤0.01%	333
2022 Q1	$20K	Hold	256	–	–	﹤0.01%	354
2021 Q4	$21K	Hold	256	–	–	﹤0.01%	362
2021 Q3	$20K	Hold	256	–	–	﹤0.01%	452
2021 Q2	$20K	Hold	256	–	–	﹤0.01%	481
2021 Q1	$19K	Sell	256 -602	-70%	-$43.5K	﹤0.01%	490
2020 Q4	$59K	Hold	858	–	–	0.01%	303
2020 Q3	$49K	Hold	858	–	–	0.01%	288
2020 Q2	$46K	Buy	858 +602	+235%	+$30.2K	0.01%	314
2020 Q1	$11K	Hold	256	–	–	﹤0.01%	441
2019 Q4	$15K	Hold	256	–	–	﹤0.01%	451
2019 Q3	$14K	Hold	256	–	–	﹤0.01%	435
2019 Q2	$14K	Hold	256	–	–	﹤0.01%	458
2019 Q1	$14K	Hold	256	–	–	﹤0.01%	458
2018 Q4	$12K	Hold	256	–	–	﹤0.01%	442
2018 Q3	$14K	Hold	256	–	–	﹤0.01%	480
2018 Q2	$14K	Hold	256	–	–	﹤0.01%	477
2018 Q1	$13K	Buy	+256	New	+$13.5K	﹤0.01%	462

Other funds holding IWR

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Institutional & Family Asset Management's IWR Position: Q2 2024 in Review

Institutional & Family Asset Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2024 at 256 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Institutional & Family Asset Management first reported a position in IWR in Q1 2018 and has held it in 26 quarters since. The position peaked at $59K in Q4 2020. 1,242 funds tracked by Wall St. Rank hold IWR as of Q2 2024.

Institutional & Family Asset Management held 256 shares of iShares Russell Mid-Cap ETF worth $20.8K as of Q2 2024.
Institutional & Family Asset Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2024.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #334 holding.
Institutional & Family Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's iShares Russell Mid-Cap ETF position peaked at $59K in Q4 2020.
1,242 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.