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Mitchell Sinkler & Starr’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Mitchell Sinkler & Starr’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
-984
Closed -$76.5K – 211
2023
Q4 		$76.5K Buy
+984
New +$69.9K 0.01% 184

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
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

Mitchell Sinkler & Starr's IWR Position: Q1 2024 in Review

Mitchell Sinkler & Starr sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2024, closing a stake of 984 shares — an estimated $76.5K sold.

Mitchell Sinkler & Starr first reported a position in IWR in Q4 2023 and held it in 1 quarter. The position peaked at $76.5K in Q4 2023. 1,253 funds tracked by Wall St. Rank hold IWR as of Q1 2024.

  • Mitchell Sinkler & Starr reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Mitchell Sinkler & Starr sold 984 iShares Russell Mid-Cap ETF shares in Q1 2024, an estimated $76.5K.
  • Mitchell Sinkler & Starr first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and held it in 1 quarter.
  • Mitchell Sinkler & Starr's iShares Russell Mid-Cap ETF position peaked at $76.5K in Q4 2023.
  • 1,253 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2024.

Based on Mitchell Sinkler & Starr's 13F filing for Q1 2024, filed 30 Apr 2024.