Platform Technology Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Platform Technology 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
2023 Q4	–	Sell	-3,800	Closed	-$263K	–	218
2023 Q3	$263K	Hold	3,800	–	–	0.12%	156
2023 Q2	$283K	Hold	3,800	–	–	0.13%	155
2023 Q1	$266K	Hold	3,800	–	–	0.13%	155
2022 Q4	$256K	Hold	3,800	–	–	0.13%	155
2022 Q3	$236K	Buy	+3,800	New	+$261K	0.13%	154
2021 Q4	–	Sell	-2,591	Closed	-$203K	–	239
2021 Q3	$203K	Hold	2,591	–	–	0.09%	201
2021 Q2	$205K	Buy	+2,591	New	+$201K	0.08%	225

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Platform Technology Partners's IWR Position: Q4 2023 in Review

Platform Technology Partners sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2023, closing a stake of 3,800 shares — an estimated $263K sold.

Platform Technology Partners first reported a position in IWR in Q2 2021 and held it in 7 quarters. The position peaked at $283K in Q2 2023. 1,247 funds tracked by Wall St. Rank hold IWR as of Q4 2023.

Platform Technology Partners reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
Platform Technology Partners sold 3,800 iShares Russell Mid-Cap ETF shares in Q4 2023, an estimated $263K.
Platform Technology Partners first reported a position in iShares Russell Mid-Cap ETF in Q2 2021 and held it in 7 quarters.
Platform Technology Partners's iShares Russell Mid-Cap ETF position peaked at $283K in Q2 2023.
1,247 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2023.

Based on Platform Technology Partners's 13F filing for Q4 2023, filed 13 Feb 2024.