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SignalPoint Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

SignalPoint Asset Management’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 		$271K Hold
3,063
– – 0.07% 210
2024
Q3 		$270K Hold
3,063
– – 0.06% 216
2024
Q2 		$248K Hold
3,063
– – 0.07% 223
2024
Q1 		$258K Hold
3,063
– – 0.07% 200
2023
Q4 		$238K Buy
+3,063
New +$218K 0.07% 200

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SignalPoint Asset Management's IWR Position: Q4 2024 in Review

SignalPoint Asset Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q4 2024 at 3,063 shares worth $271K. The position accounts for 0.07% of the portfolio, ranked #210.

SignalPoint Asset Management first reported a position in IWR in Q4 2023 and has held it in 5 quarters since. 1,413 funds tracked by Wall St. Rank hold IWR as of Q4 2024.

  • SignalPoint Asset Management held 3,063 shares of iShares Russell Mid-Cap ETF worth $271K as of Q4 2024.
  • SignalPoint Asset Management left its iShares Russell Mid-Cap ETF share count unchanged in Q4 2024.
  • iShares Russell Mid-Cap ETF made up 0.07% of SignalPoint Asset Management's portfolio in Q4 2024, its #210 holding.
  • SignalPoint Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 5 quarters since.
  • 1,413 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.