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Mairs & Power Inc’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Mairs & Power Inc’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 		– Sell
-2,385
Closed -$201K – 227
2024
Q1 		$201K Buy
+2,385
New +$189K ﹤0.01% 219
2022
Q2 		– Sell
-5,439
Closed -$424K – 209
2022
Q1 		$424K Sell
5,439
-425
-7% -$32.7K ﹤0.01% 170
2021
Q4 		$487K Buy
5,864
+2,516
+75% +$207K ﹤0.01% 165
2021
Q3 		$262K Hold
3,348
– – ﹤0.01% 182
2021
Q2 		$265K Buy
+3,348
New +$260K ﹤0.01% 189
2019
Q3 		– Sell
-12,860
Closed -$718K – 222
2019
Q2 		$718K Hold
12,860
– – 0.01% 145
2019
Q1 		$694K Sell
12,860
-880
-6% -$45.6K 0.01% 146
2018
Q4 		$639K Hold
13,740
– – 0.01% 143
2018
Q3 		$757K Hold
13,740
– – 0.01% 140
2018
Q2 		$729K Hold
13,740
– – 0.01% 136
2018
Q1 		$709K Hold
13,740
– – 0.01% 136
2017
Q4 		$715K Sell
13,740
-700
-5% -$35.5K 0.01% 136
2017
Q3 		$712K Hold
14,440
– – 0.01% 137
2017
Q2 		$694K Hold
14,440
– – 0.01% 132
2017
Q1 		$676K Hold
14,440
– – 0.01% 135
2016
Q4 		$646K Hold
14,440
– – 0.01% 132
2016
Q3 		$629K Sell
14,440
-1,644
-10% -$71.3K 0.01% 132
2016
Q2 		$676K Hold
16,084
– – 0.01% 121
2016
Q1 		$655K Sell
16,084
-2,280
-12% -$86.7K 0.01% 123
2015
Q4 		$735K Buy
18,364
+12,840
+232% +$523K 0.01% 117
2015
Q3 		$215K Hold
5,524
– – ﹤0.01% 172
2015
Q2 		$235K Buy
+5,524
New +$240K ﹤0.01% 170
2015
Q1 		– Sell
-6,064
Closed -$253K – 192
2014
Q4 		$253K Hold
6,064
– – ﹤0.01% 177
2014
Q3 		$240K Sell
6,064
-1,316
-18% -$53K ﹤0.01% 175
2014
Q2 		$300K Sell
7,380
-260
-3% -$10.1K ﹤0.01% 165
2014
Q1 		$296K Sell
7,640
-400
-5% -$15.2K ﹤0.01% 171
2013
Q4 		$301K Hold
8,040
– – ﹤0.01% 185
2013
Q3 		$280K Buy
+8,040
New +$275K ﹤0.01% 154

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mairs & Power Inc's IWR Position: Q2 2024 in Review

Mairs & Power Inc sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2024, closing a stake of 2,385 shares — an estimated $201K sold.

Mairs & Power Inc first reported a position in IWR in Q3 2013 and held it in 28 quarters. The position peaked at $757K in Q3 2018. 1,242 funds tracked by Wall St. Rank hold IWR as of Q2 2024.

  • Mairs & Power Inc reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Mairs & Power Inc sold 2,385 iShares Russell Mid-Cap ETF shares in Q2 2024, an estimated $201K.
  • Mairs & Power Inc first reported a position in iShares Russell Mid-Cap ETF in Q3 2013 and held it in 28 quarters.
  • Mairs & Power Inc's iShares Russell Mid-Cap ETF position peaked at $757K in Q3 2018.
  • 1,242 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2024.

Based on Mairs & Power Inc's 13F filing for Q2 2024, filed 14 Aug 2024.