Peterson Financial Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Peterson Financial Group’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	$6.69K	Buy	+76	New	+$6.4K	0.03%	257

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

Peterson Financial Group's IWR Position: Q3 2024 in Review

Peterson Financial Group opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q3 2024: 76 shares worth $6.69K. The stake represents 0.03% of the portfolio and ranks #257 among its holdings.

1,292 funds tracked by Wall St. Rank hold IWR as of Q3 2024.

Peterson Financial Group held 76 shares of iShares Russell Mid-Cap ETF worth $6.69K as of Q3 2024.
iShares Russell Mid-Cap ETF was a new Peterson Financial Group position in Q3 2024.
iShares Russell Mid-Cap ETF made up 0.03% of Peterson Financial Group's portfolio in Q3 2024, its #257 holding.
1,292 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.