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Sharp Financial Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Sharp Financial Services’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
-3,090
Closed -$240K – 88
2023
Q4 		$240K Buy
+3,090
New +$220K 0.26% 73

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
US Bancorp
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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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sharp Financial Services's IWR Position: Q1 2024 in Review

Sharp Financial Services sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2024, closing a stake of 3,090 shares — an estimated $240K sold.

Sharp Financial Services first reported a position in IWR in Q4 2023 and held it in 1 quarter. The position peaked at $240K in Q4 2023. 1,253 funds tracked by Wall St. Rank hold IWR as of Q1 2024.

  • Sharp Financial Services reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Sharp Financial Services sold 3,090 iShares Russell Mid-Cap ETF shares in Q1 2024, an estimated $240K.
  • Sharp Financial Services first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and held it in 1 quarter.
  • Sharp Financial Services's iShares Russell Mid-Cap ETF position peaked at $240K in Q4 2023.
  • 1,253 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2024.

Based on Sharp Financial Services's 13F filing for Q1 2024, filed 14 Aug 2024.