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Partners in Financial Planning’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Partners in Financial Planning’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 		– Sell
-3,554
Closed -$288K – 108
2024
Q2 		$288K Buy
3,554
+7
+0.2% +$570 0.06% 86
2024
Q1 		$298K Buy
3,547
+7
+0.2% +$555 0.07% 86
2023
Q4 		$275K Sell
3,540
-110
-3% -$7.81K 0.06% 87
2023
Q3 		$253K Hold
3,650
– – 0.07% 85
2023
Q2 		$267K Buy
3,650
+8
+0.2% +$556 0.07% 82
2023
Q1 		$255K Sell
3,642
-836
-19% -$59K 0.07% 82
2022
Q4 		$301K Sell
4,478
-534
-11% -$36K 0.08% 74
2022
Q3 		$348K Buy
5,012
+18
+0.4% +$1.24K 0.1% 64
2022
Q2 		$356K Buy
4,994
+904
+22% +$64.4K 0.11% 67
2022
Q1 		$305K Buy
4,090
+771
+23% +$59.3K 0.1% 69
2021
Q4 		$255K Buy
3,319
+8
+0.2% +$657 0.08% 82
2021
Q3 		$259K Buy
3,311
+8
+0.2% +$641 0.08% 81
2021
Q2 		$262K Buy
+3,303
New +$256K 0.08% 77

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 $173B AUM 20.72% 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 $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Partners in Financial Planning's IWR Position: Q3 2024 in Review

Partners in Financial Planning sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2024, closing a stake of 3,554 shares — an estimated $288K sold.

Partners in Financial Planning first reported a position in IWR in Q2 2021 and held it in 13 quarters. The position peaked at $356K in Q2 2022. 1,292 funds tracked by Wall St. Rank hold IWR as of Q3 2024.

  • Partners in Financial Planning reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Partners in Financial Planning sold 3,554 iShares Russell Mid-Cap ETF shares in Q3 2024, an estimated $288K.
  • Partners in Financial Planning first reported a position in iShares Russell Mid-Cap ETF in Q2 2021 and held it in 13 quarters.
  • Partners in Financial Planning's iShares Russell Mid-Cap ETF position peaked at $356K in Q2 2022.
  • 1,292 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2024.

Based on Partners in Financial Planning's 13F filing for Q3 2024, filed 26 Feb 2025.