M&R Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

M&R Capital 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 Q3	$17.6K	Hold	200	–	–	﹤0.01%	326
2024 Q2	$16.2K	Hold	200	–	–	﹤0.01%	319
2024 Q1	$16.8K	Hold	200	–	–	﹤0.01%	317
2023 Q4	$15.5K	Hold	200	–	–	﹤0.01%	349
2023 Q3	$13.8K	Hold	200	–	–	﹤0.01%	349
2023 Q2	$14.6K	Hold	200	–	–	﹤0.01%	347
2023 Q1	$14K	Hold	200	–	–	﹤0.01%	342
2022 Q4	$13.5K	Hold	200	–	–	﹤0.01%	333
2022 Q3	$12K	Hold	200	–	–	﹤0.01%	313
2022 Q2	$12K	Hold	200	–	–	﹤0.01%	316
2022 Q1	$15K	Hold	200	–	–	﹤0.01%	309
2021 Q4	$16K	Hold	200	–	–	﹤0.01%	313
2021 Q3	$15K	Hold	200	–	–	﹤0.01%	313
2021 Q2	$15K	Hold	200	–	–	﹤0.01%	314
2021 Q1	$14K	Hold	200	–	–	﹤0.01%	310
2020 Q4	$13K	Hold	200	–	–	﹤0.01%	332
2020 Q3	$11K	Hold	200	–	–	﹤0.01%	351
2020 Q2	$10K	Hold	200	–	–	﹤0.01%	353
2020 Q1	$8K	Hold	200	–	–	﹤0.01%	361
2019 Q4	$11K	Sell	200 -468	-70%	-$26.9K	﹤0.01%	374
2019 Q3	$37K	Buy	668 +468	+234%	+$26.2K	0.01%	301
2019 Q2	$11K	Hold	200	–	–	﹤0.01%	404
2019 Q1	$11K	Hold	200	–	–	﹤0.01%	406
2018 Q4	$9K	Hold	200	–	–	﹤0.01%	417
2018 Q3	$11K	Hold	200	–	–	﹤0.01%	426
2018 Q2	$10K	Hold	200	–	–	﹤0.01%	428
2018 Q1	$10K	Hold	200	–	–	﹤0.01%	437
2017 Q4	$10K	Hold	200	–	–	﹤0.01%	442
2017 Q3	$9K	Hold	200	–	–	﹤0.01%	457
2017 Q2	$9K	Hold	200	–	–	﹤0.01%	452
2017 Q1	$9K	Hold	200	–	–	﹤0.01%	451
2016 Q4	$8K	Hold	200	–	–	﹤0.01%	451
2016 Q3	$8K	Hold	200	–	–	﹤0.01%	444
2016 Q2	$8K	Buy	+200	New	+$8.26K	﹤0.01%	444

Other funds holding IWR

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 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 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 New York $609B AUM 40.19% 1-Year Est. Return

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

M&R Capital Management's IWR Position: Q3 2024 in Review

M&R Capital Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2024 at 200 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

M&R Capital Management first reported a position in IWR in Q2 2016 and has held it in 34 quarters since. The position peaked at $37K in Q3 2019. 1,295 funds tracked by Wall St. Rank hold IWR as of Q3 2024.

M&R Capital Management held 200 shares of iShares Russell Mid-Cap ETF worth $17.6K as of Q3 2024.
M&R Capital Management left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2024.
iShares Russell Mid-Cap ETF made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #326 holding.
M&R Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2016 and has held it in 34 quarters since.
M&R Capital Management's iShares Russell Mid-Cap ETF position peaked at $37K in Q3 2019.
1,295 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.