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Mechanics Bank - Trust Department’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Mechanics Bank - Trust Department’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
Q1 		– Sell
-2,870
Closed -$223K – 193
2023
Q4 		$223K Buy
+2,870
New +$204K 0.03% 176

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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mechanics Bank - Trust Department's IWR Position: Q1 2024 in Review

Mechanics Bank - Trust Department sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2024, closing a stake of 2,870 shares — an estimated $223K sold.

Mechanics Bank - Trust Department first reported a position in IWR in Q4 2023 and held it in 1 quarter. The position peaked at $223K in Q4 2023. 1,253 funds tracked by Wall St. Rank hold IWR as of Q1 2024.

  • Mechanics Bank - Trust Department reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Mechanics Bank - Trust Department sold 2,870 iShares Russell Mid-Cap ETF shares in Q1 2024, an estimated $223K.
  • Mechanics Bank - Trust Department first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and held it in 1 quarter.
  • Mechanics Bank - Trust Department's iShares Russell Mid-Cap ETF position peaked at $223K in Q4 2023.
  • 1,253 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2024.

Based on Mechanics Bank - Trust Department's 13F filing for Q1 2024, filed 12 Apr 2024.