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

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return