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Sage Private Wealth Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Sage Private Wealth Group’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 		– Sell
-3,742
Closed -$330K – 96
2024
Q3 		$330K Sell
3,742
-632
-14% -$53.2K 0.26% 68
2024
Q2 		$355K Sell
4,374
-3,037
-41% -$247K 0.3% 53
2024
Q1 		$623K Sell
7,411
-188,852
-96% -$15M 0.5% 27
2023
Q4 		$15.3M Buy
+196,263
New +$13.9M 13.61% 2

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

Sage Private Wealth Group's IWR Position: Q4 2024 in Review

Sage Private Wealth Group sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2024, closing a stake of 3,742 shares — an estimated $330K sold.

Sage Private Wealth Group first reported a position in IWR in Q4 2023 and held it in 4 quarters. The position peaked at $15.3M in Q4 2023. 1,410 funds tracked by Wall St. Rank hold IWR as of Q4 2024.

  • Sage Private Wealth Group reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Sage Private Wealth Group sold 3,742 iShares Russell Mid-Cap ETF shares in Q4 2024, an estimated $330K.
  • Sage Private Wealth Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and held it in 4 quarters.
  • Sage Private Wealth Group's iShares Russell Mid-Cap ETF position peaked at $15.3M in Q4 2023.
  • 1,410 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2024.

Based on Sage Private Wealth Group's 13F filing for Q4 2024, filed 29 Jan 2025.