Mine & Arao Wealth Creation & Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Mine & Arao Wealth Creation & 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 Q2	–	Sell	-1,472	Closed	-$124K	–	223
2024 Q1	$124K	Hold	1,472	–	–	0.06%	93
2023 Q4	$114K	Buy	1,472 +49	+3%	+$3.48K	0.06%	96
2023 Q3	$98.6K	Sell	1,423 -141	-9%	-$10.3K	0.06%	104
2023 Q2	$114K	Sell	1,564 -1	-0.1%	-$70	0.07%	96
2023 Q1	$109K	Hold	1,565	–	–	0.07%	96
2022 Q4	$106K	Buy	1,565 +1	+0.1%	+$67	0.08%	96
2022 Q3	$97K	Hold	1,564	–	–	0.07%	98
2022 Q2	$101K	Buy	1,564 +5	+0.3%	+$356	0.07%	103
2022 Q1	$122K	Hold	1,559	–	–	0.07%	100
2021 Q4	$129K	Hold	1,559	–	–	0.07%	97
2021 Q3	$122K	Hold	1,559	–	–	0.07%	92
2021 Q2	$124K	Buy	1,559 +70	+5%	+$5.43K	0.07%	92
2021 Q1	$110K	Buy	1,489 +907	+156%	+$65.6K	0.07%	96
2020 Q4	$40K	Buy	582 +422	+264%	+$26.9K	0.03%	139
2020 Q3	$9K	Buy	+160	New	+$9.11K	0.01%	201

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

Mine & Arao Wealth Creation & Management's IWR Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2024, closing a stake of 1,472 shares — an estimated $124K sold.

Mine & Arao Wealth Creation & Management first reported a position in IWR in Q3 2020 and held it in 15 quarters. The position peaked at $129K in Q4 2021. 1,242 funds tracked by Wall St. Rank hold IWR as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 1,472 iShares Russell Mid-Cap ETF shares in Q2 2024, an estimated $124K.
Mine & Arao Wealth Creation & Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2020 and held it in 15 quarters.
Mine & Arao Wealth Creation & Management's iShares Russell Mid-Cap ETF position peaked at $129K in Q4 2021.
1,242 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.