ML&R Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

ML&R Wealth 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 Q1	$4.44M	Hold	52,828	–	–	1.02%	9
2023 Q4	$4.11M	Hold	52,828	–	–	0.93%	14
2023 Q3	$3.66M	Hold	52,828	–	–	0.96%	12
2023 Q2	$3.86M	Hold	52,828	–	–	0.85%	14
2023 Q1	$3.69M	Hold	52,828	–	–	0.99%	10
2022 Q4	$3.56M	Hold	52,828	–	–	1.07%	10
2022 Q3	$3.28M	Hold	52,828	–	–	1.11%	9
2022 Q2	$3.42M	Hold	52,828	–	–	1.54%	9
2022 Q1	$4.12M	Hold	52,828	–	–	1.52%	8
2021 Q4	$4.38M	Buy	+52,828	New	+$4.34M	1.63%	7

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Bank of New York Mellon New York $544B AUM 28.31% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ML&R Wealth Management's IWR Position: Q1 2024 in Review

ML&R Wealth Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2024 at 52,828 shares worth $4.44M. The position accounts for 1.02% of the portfolio, ranked #9.

ML&R Wealth Management first reported a position in IWR in Q4 2021 and has held it in 10 quarters since. 1,253 funds tracked by Wall St. Rank hold IWR as of Q1 2024.

ML&R Wealth Management held 52,828 shares of iShares Russell Mid-Cap ETF worth $4.44M as of Q1 2024.
ML&R Wealth Management left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2024.
iShares Russell Mid-Cap ETF made up 1.02% of ML&R Wealth Management's portfolio in Q1 2024, its #9 holding.
ML&R Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 10 quarters since.
1,253 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2024.

Based on ML&R Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.