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Private Portfolio Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Private Portfolio 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
2024
Q4 		$1.19M Sell
13,474
-56
-0.4% -$5.08K 0.22% 83
2024
Q3 		$1.19M Buy
+13,530
New +$1.14M 0.22% 78
2024
Q2 		– Sell
-13,585
Closed -$1.14M – 174
2024
Q1 		$1.14M Sell
13,585
-20
-0.1% -$1.58K 0.24% 77
2023
Q4 		$1.06M Sell
13,605
-1,297
-9% -$92.1K 0.24% 77
2023
Q3 		$1.03M Hold
14,902
– – 0.27% 70
2023
Q2 		$1.09M Sell
14,902
-558
-4% -$38.8K 0.28% 72
2023
Q1 		$1.08M Sell
15,460
-1,367
-8% -$96.5K 0.29% 69
2022
Q4 		$1.13M Sell
16,827
-150
-0.9% -$10.1K 0.3% 72
2022
Q3 		$1.06M Buy
16,977
+1
+0% +$69 0.3% 74
2022
Q2 		$1.1M Sell
16,976
-38
-0.2% -$2.71K 0.31% 72
2022
Q1 		$1.33M Sell
17,014
-61
-0.4% -$4.7K 0.33% 69
2021
Q4 		$1.42M Buy
17,075
+1
+0% +$82 0.36% 61
2021
Q3 		$1.34M Buy
17,074
+1
+0% +$80 0.38% 59
2021
Q2 		$1.35M Buy
17,073
+172
+1% +$13.3K 0.39% 58
2021
Q1 		$1.25M Sell
16,901
-360
-2% -$26K 0.41% 57
2020
Q4 		$1.18M Sell
17,261
-2,626
-13% -$167K 0.42% 57
2020
Q3 		$1.14M Sell
19,887
-1,601
-7% -$91.1K 0.46% 51
2020
Q2 		$1.15M Sell
21,488
-238
-1% -$11.9K 0.53% 45
2020
Q1 		$938K Buy
21,726
+16
+0.1% +$881 0.5% 55
2019
Q4 		$1.29M Buy
21,710
+1
+0% +$57 0.56% 48
2019
Q3 		$1.22M Sell
21,709
-456
-2% -$25.5K 0.57% 48
2019
Q2 		$1.24M Buy
22,165
+1
+0% +$55 0.53% 54
2019
Q1 		$1.2M Sell
22,164
-3,057
-12% -$158K 0.63% 46
2018
Q4 		$1.17M Buy
+25,221
New +$1.27M 0.72% 40

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Private Portfolio Partners's IWR Position: Q4 2024 in Review

Private Portfolio Partners reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.41% in Q4 2024, selling an estimated $5.08K and leaving 13,474 shares worth $1.19M. The position accounts for 0.22% of the portfolio, ranked #83.

Private Portfolio Partners first reported a position in IWR in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.42M in Q4 2021. 1,410 funds tracked by Wall St. Rank hold IWR as of Q4 2024.

  • Private Portfolio Partners held 13,474 shares of iShares Russell Mid-Cap ETF worth $1.19M as of Q4 2024.
  • Private Portfolio Partners sold 56 iShares Russell Mid-Cap ETF shares in Q4 2024, an estimated $5.08K.
  • iShares Russell Mid-Cap ETF made up 0.22% of Private Portfolio Partners's portfolio in Q4 2024, its #83 holding.
  • Private Portfolio Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 24 quarters since.
  • Private Portfolio Partners's iShares Russell Mid-Cap ETF position peaked at $1.42M in Q4 2021.
  • 1,410 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.