Monterey Private Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
Other funds holding IWR
Monterey Private Wealth's IWR Position: Q1 2025 in Review
Monterey Private Wealth increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.16% in Q1 2025, buying an estimated $357 and bringing the position to 2,470 shares worth $210K. The position accounts for 0.06% of the portfolio, ranked #133.
Monterey Private Wealth first reported a position in IWR in Q3 2022 and has held it in 5 quarters since. The position peaked at $222K in Q3 2022. 1,371 funds tracked by Wall St. Rank hold IWR as of Q1 2025.
- Monterey Private Wealth held 2,470 shares of iShares Russell Mid-Cap ETF worth $210K as of Q1 2025.
- Monterey Private Wealth bought 4 iShares Russell Mid-Cap ETF shares in Q1 2025, an estimated $357.
- iShares Russell Mid-Cap ETF made up 0.06% of Monterey Private Wealth's portfolio in Q1 2025, its #133 holding.
- Monterey Private Wealth first reported a position in iShares Russell Mid-Cap ETF in Q3 2022 and has held it in 5 quarters since.
- Monterey Private Wealth's iShares Russell Mid-Cap ETF position peaked at $222K in Q3 2022.
- 1,371 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2025.
Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.