Objective Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Objective Capital 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 Q4	–	Sell	-7,387	Closed	-$651K	–	149
2024 Q3	$651K	Buy	+7,387	New	+$622K	0.38%	60
2024 Q1	$605K	Sell	7,199 -201	-3%	-$15.9K	0.41%	57
2023 Q4	$575K	Buy	7,400 +10	+0.1%	+$710	0.44%	51
2023 Q3	$512K	Hold	7,390	–	–	0.45%	52
2023 Q2	$540K	Buy	7,390 +3	+0%	+$209	0.47%	50
2023 Q1	$516K	Buy	7,387 +5	+0.1%	+$353	0.47%	49
2022 Q4	$498K	Buy	7,382 +5	+0.1%	+$337	0.49%	49
2022 Q3	$458K	Buy	7,377 +16	+0.2%	+$1.1K	0.49%	51
2022 Q2	$476K	Buy	7,361 +51	+0.7%	+$3.63K	0.48%	51
2022 Q1	$570K	Buy	7,310 +20	+0.3%	+$1.54K	0.44%	53
2021 Q4	$605K	Buy	+7,290	New	+$598K	0.43%	51

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

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

Objective Capital Management's IWR Position: Q4 2024 in Review

Objective Capital Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2024, closing a stake of 7,387 shares — an estimated $651K sold.

Objective Capital Management first reported a position in IWR in Q4 2021 and held it in 11 quarters. The position peaked at $651K in Q3 2024. 1,410 funds tracked by Wall St. Rank hold IWR as of Q4 2024.

Objective Capital Management reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
Objective Capital Management sold 7,387 iShares Russell Mid-Cap ETF shares in Q4 2024, an estimated $651K.
Objective Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and held it in 11 quarters.
Objective Capital Management's iShares Russell Mid-Cap ETF position peaked at $651K in Q3 2024.
1,410 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2024.

Based on Objective Capital Management's 13F filing for Q4 2024, filed 18 Mar 2025.