O'Brien Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

O'Brien Wealth 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 Q2	–	Sell	-2,406	Closed	-$202K	–	66
2024 Q1	$202K	Sell	2,406 -1,346	-36%	-$107K	0.05%	42
2023 Q4	$292K	Buy	3,752 +176	+5%	+$12.5K	0.08%	34
2023 Q3	$248K	Hold	3,576	–	–	0.07%	34
2023 Q2	$261K	Hold	3,576	–	–	0.08%	34
2023 Q1	$250K	Sell	3,576 -1,443	-29%	-$102K	0.08%	36
2022 Q4	$339K	Hold	5,019	–	–	0.13%	28
2022 Q3	$312K	Hold	5,019	–	–	0.13%	35
2022 Q2	$325K	Hold	5,019	–	–	0.14%	30
2022 Q1	$344K	Sell	5,019 -948	-16%	-$73K	0.14%	28
2021 Q4	$463K	Buy	+5,967	New	+$490K	0.16%	23

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

O'Brien Wealth Partners's IWR Position: Q2 2024 in Review

O'Brien Wealth Partners sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2024, closing a stake of 2,406 shares — an estimated $202K sold.

O'Brien Wealth Partners first reported a position in IWR in Q4 2021 and held it in 10 quarters. The position peaked at $463K in Q4 2021. 1,244 funds tracked by Wall St. Rank hold IWR as of Q2 2024.

O'Brien Wealth Partners reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
O'Brien Wealth Partners sold 2,406 iShares Russell Mid-Cap ETF shares in Q2 2024, an estimated $202K.
O'Brien Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and held it in 10 quarters.
O'Brien Wealth Partners's iShares Russell Mid-Cap ETF position peaked at $463K in Q4 2021.
1,244 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2024.

Based on O'Brien Wealth Partners's 13F filing for Q2 2024, filed 22 Jul 2024.