Live Oak Investment Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Live Oak Investment Partners’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	–	Hold	0	–	–	–	187
2024 Q3	–	Hold	0	–	–	–	185
2024 Q2	–	Hold	0	–	–	–	205
2023 Q4	–	Hold	0	–	–	–	205
2023 Q3	–	Hold	0	–	–	–	210
2023 Q2	–	Hold	0	–	–	–	248
2023 Q1	–	Hold	0	–	–	–	235
2022 Q4	–	Hold	0	–	–	–	239

Other funds holding IWR

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return