PBF
IWR icon

Petix & Botte Financial’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Petix & Botte Financial’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
-3,514
Closed -$295K – 141
2024
Q1 		$295K Buy
+3,514
New +$278K 0.07% 112

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

Petix & Botte Financial's IWR Position: Q2 2024 in Review

Petix & Botte Financial sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2024, closing a stake of 3,514 shares — an estimated $295K sold.

Petix & Botte Financial first reported a position in IWR in Q1 2024 and held it in 1 quarter. The position peaked at $295K in Q1 2024. 1,242 funds tracked by Wall St. Rank hold IWR as of Q2 2024.

  • Petix & Botte Financial reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Petix & Botte Financial sold 3,514 iShares Russell Mid-Cap ETF shares in Q2 2024, an estimated $295K.
  • Petix & Botte Financial first reported a position in iShares Russell Mid-Cap ETF in Q1 2024 and held it in 1 quarter.
  • Petix & Botte Financial's iShares Russell Mid-Cap ETF position peaked at $295K in Q1 2024.
  • 1,242 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2024.

Based on Petix & Botte Financial's 13F filing for Q2 2024, filed 13 Aug 2024.