New Potomac Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

New Potomac Partners’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	$8.81K	Buy	+100	New	+$8.43K	﹤0.01%	146
2020 Q3	–	Sell	-75	Closed	-$4K	–	131
2020 Q2	$4K	Sell	75 -75	-50%	-$3.76K	﹤0.01%	130
2020 Q1	$6K	Hold	150	–	–	0.01%	128
2019 Q4	$9K	Hold	150	–	–	0.01%	129
2019 Q3	$8K	Hold	150	–	–	0.01%	133
2019 Q2	$8K	Hold	150	–	–	0.01%	132
2019 Q1	$8K	Sell	150 -150	-50%	-$7.77K	0.01%	133
2018 Q4	$14K	Hold	300	–	–	0.02%	134
2018 Q3	$17K	Hold	300	–	–	0.02%	128
2018 Q2	$16K	Hold	300	–	–	0.02%	126
2018 Q1	$15K	Hold	300	–	–	0.01%	128
2017 Q4	$16K	Buy	+300	New	+$15.2K	0.02%	122

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

New Potomac Partners's IWR Position: Q3 2024 in Review

New Potomac Partners opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q3 2024: 100 shares worth $8.81K. The stake represents ﹤0.01% of the portfolio and ranks #146 among its holdings. This is a return to the name: New Potomac Partners previously reported a position in IWR as recently as Q2 2020.

New Potomac Partners first reported a position in IWR in Q4 2017 and has held it in 12 quarters since. The position peaked at $17K in Q3 2018. 1,296 funds tracked by Wall St. Rank hold IWR as of Q3 2024.

New Potomac Partners held 100 shares of iShares Russell Mid-Cap ETF worth $8.81K as of Q3 2024.
iShares Russell Mid-Cap ETF was a new New Potomac Partners position in Q3 2024.
iShares Russell Mid-Cap ETF made up ﹤0.01% of New Potomac Partners's portfolio in Q3 2024, its #146 holding.
New Potomac Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and has held it in 12 quarters since.
New Potomac Partners's iShares Russell Mid-Cap ETF position peaked at $17K in Q3 2018.
1,296 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.