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Naples Money Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Naples Money 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
Q3 		$61.7K Hold
700
– – 0.05% 81
2024
Q2 		$56.3K Hold
700
– – 0.05% 78
2024
Q1 		$58.9K Hold
700
– – 0.06% 84
2023
Q4 		$54.4K Buy
+700
New +$49.7K 0.05% 89

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Naples Money Management's IWR Position: Q3 2024 in Review

Naples Money Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2024 at 700 shares worth $61.7K. The position accounts for 0.05% of the portfolio, ranked #81.

Naples Money Management first reported a position in IWR in Q4 2023 and has held it in 4 quarters since. 1,292 funds tracked by Wall St. Rank hold IWR as of Q3 2024.

  • Naples Money Management held 700 shares of iShares Russell Mid-Cap ETF worth $61.7K as of Q3 2024.
  • Naples Money Management left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2024.
  • iShares Russell Mid-Cap ETF made up 0.05% of Naples Money Management's portfolio in Q3 2024, its #81 holding.
  • Naples Money Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 4 quarters since.
  • 1,292 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.