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Planning Capital Management Corporation’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Planning Capital Management Corporation’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 		$524K Buy
5,946
+106
+2% +$8.93K 0.35% 50
2024
Q2 		$473K Sell
5,840
-23
-0.4% -$1.87K 0.33% 52
2024
Q1 		$493K Sell
5,863
-43
-0.7% -$3.41K 0.36% 47
2023
Q4 		$459K Buy
+5,906
New +$420K 0.36% 45

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

Planning Capital Management Corporation's IWR Position: Q3 2024 in Review

Planning Capital Management Corporation increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.8% in Q3 2024, buying an estimated $8.93K and bringing the position to 5,946 shares worth $524K. The position accounts for 0.35% of the portfolio, ranked #50.

Planning Capital Management Corporation first reported a position in IWR in Q4 2023 and has held it in 4 quarters since. 1,292 funds tracked by Wall St. Rank hold IWR as of Q3 2024.

  • Planning Capital Management Corporation held 5,946 shares of iShares Russell Mid-Cap ETF worth $524K as of Q3 2024.
  • Planning Capital Management Corporation bought 106 iShares Russell Mid-Cap ETF shares in Q3 2024, an estimated $8.93K.
  • iShares Russell Mid-Cap ETF made up 0.35% of Planning Capital Management Corporation's portfolio in Q3 2024, its #50 holding.
  • Planning Capital Management Corporation first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 4 quarters since.
  • 1,292 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.