Perfromance Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Perfromance 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	-10,500	Closed	-$883K	–	172
2024 Q1	$883K	Hold	10,500	–	–	0.04%	67
2023 Q4	$816K	Hold	10,500	–	–	0.04%	78
2023 Q3	$727K	Hold	10,500	–	–	0.04%	85
2023 Q2	$765K	Sell	10,500 -55	-0.5%	-$3.83K	0.04%	91
2023 Q1	$738K	Hold	10,555	–	–	0.04%	90
2022 Q4	$712K	Sell	10,555 -19	-0.2%	-$1.28K	0.04%	85
2022 Q3	$657K	Buy	10,574 +55	+0.5%	+$3.78K	0.04%	86
2022 Q2	$680K	Buy	10,519 +19	+0.2%	+$1.35K	0.04%	84
2022 Q1	$819K	Hold	10,500	–	–	0.04%	83
2021 Q4	$872K	Buy	+10,500	New	+$862K	0.04%	87

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Perfromance Wealth Partners's IWR Position: Q2 2024 in Review

Perfromance Wealth Partners sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2024, closing a stake of 10,500 shares — an estimated $883K sold.

Perfromance Wealth Partners first reported a position in IWR in Q4 2021 and held it in 10 quarters. The position peaked at $883K in Q1 2024. 1,242 funds tracked by Wall St. Rank hold IWR as of Q2 2024.

Perfromance Wealth Partners reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
Perfromance Wealth Partners sold 10,500 iShares Russell Mid-Cap ETF shares in Q2 2024, an estimated $883K.
Perfromance Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and held it in 10 quarters.
Perfromance Wealth Partners's iShares Russell Mid-Cap ETF position peaked at $883K in Q1 2024.
1,242 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2024.

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