Sanders Morris Harris’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Sanders Morris Harris’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 Q1	–	Sell	-5,784	Closed	-$445K	–	280
2023 Q4	$445K	Buy	+5,784	New	+$411K	0.22%	124
2022 Q3	–	Sell	-94,632	Closed	-$6.21M	–	302
2022 Q2	$6.21M	Sell	94,632 -17,362	-16%	-$1.24M	1.36%	16
2022 Q1	$8.74M	Buy	+111,994	New	+$8.62M	1.7%	13
2017 Q3	–	Sell	-24,200	Closed	-$1.16M	–	147
2017 Q2	$1.16M	Sell	24,200 -43,368	-64%	-$2.06M	0.47%	36
2017 Q1	$3.16M	Buy	67,568 +6,976	+12%	+$323K	1.16%	20
2016 Q4	$256K	Buy	60,592 +4,204	+7%	+$184K	0.12%	87
2016 Q3	$2.46M	Buy	56,388 +21,776	+63%	+$944K	0.75%	36
2016 Q2	$1.46M	Buy	34,612 +23,352	+207%	+$964K	0.34%	70
2016 Q1	$458K	Buy	+11,260	New	+$428K	0.08%	195

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sanders Morris Harris's IWR Position: Q1 2024 in Review

Sanders Morris Harris sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2024, closing a stake of 5,784 shares — an estimated $445K sold.

Sanders Morris Harris first reported a position in IWR in Q1 2016 and held it in 9 quarters. The position peaked at $8.74M in Q1 2022. 1,253 funds tracked by Wall St. Rank hold IWR as of Q1 2024.

Sanders Morris Harris reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
Sanders Morris Harris sold 5,784 iShares Russell Mid-Cap ETF shares in Q1 2024, an estimated $445K.
Sanders Morris Harris first reported a position in iShares Russell Mid-Cap ETF in Q1 2016 and held it in 9 quarters.
Sanders Morris Harris's iShares Russell Mid-Cap ETF position peaked at $8.74M in Q1 2022.
1,253 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2024.

Based on Sanders Morris Harris's 13F filing for Q1 2024, filed 11 Apr 2024.