PA
IWR icon

Pineridge Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Pineridge Advisors’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
-122
Closed -$9.89K – 641
2024
Q2 		$9.89K Buy
+122
New +$9.93K ﹤0.01% 285

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

Pineridge Advisors's IWR Position: Q3 2024 in Review

Pineridge Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2024, closing a stake of 122 shares — an estimated $9.89K sold.

Pineridge Advisors first reported a position in IWR in Q2 2024 and held it in 1 quarter. The position peaked at $9.89K in Q2 2024. 1,292 funds tracked by Wall St. Rank hold IWR as of Q3 2024.

  • Pineridge Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Pineridge Advisors sold 122 iShares Russell Mid-Cap ETF shares in Q3 2024, an estimated $9.89K.
  • Pineridge Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2024 and held it in 1 quarter.
  • Pineridge Advisors's iShares Russell Mid-Cap ETF position peaked at $9.89K in Q2 2024.
  • 1,292 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2024.

Based on Pineridge Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.