Kowal Investment Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Kowal Investment Group’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 Q3	$507K	Sell	5,751 -73	-1%	-$6.15K	0.09%	114
2024 Q2	$472K	Sell	5,824 -466	-7%	-$37.9K	0.09%	110
2024 Q1	$529K	Sell	6,290 -219	-3%	-$17.4K	0.11%	98
2023 Q4	$506K	Sell	6,509 -1,243	-16%	-$88.3K	0.12%	92
2023 Q3	$537K	Buy	7,752 +567	+8%	+$41.4K	0.14%	81
2023 Q2	$525K	Buy	+7,185	New	+$500K	0.14%	78
2021 Q4	–	Sell	-1,321	Closed	-$103K	–	530
2021 Q3	$103K	Buy	+1,321	New	+$106K	0.03%	150

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

Kowal Investment Group's IWR Position: Q3 2024 in Review

Kowal Investment Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.3% in Q3 2024, selling an estimated $6.15K and leaving 5,751 shares worth $507K. The position accounts for 0.09% of the portfolio, ranked #114.

Kowal Investment Group first reported a position in IWR in Q3 2021 and has held it in 7 quarters since. The position peaked at $537K in Q3 2023. 1,292 funds tracked by Wall St. Rank hold IWR as of Q3 2024.

Kowal Investment Group held 5,751 shares of iShares Russell Mid-Cap ETF worth $507K as of Q3 2024.
Kowal Investment Group sold 73 iShares Russell Mid-Cap ETF shares in Q3 2024, an estimated $6.15K.
iShares Russell Mid-Cap ETF made up 0.09% of Kowal Investment Group's portfolio in Q3 2024, its #114 holding.
Kowal Investment Group first reported a position in iShares Russell Mid-Cap ETF in Q3 2021 and has held it in 7 quarters since.
Kowal Investment Group's iShares Russell Mid-Cap ETF position peaked at $537K in Q3 2023.
1,292 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.