Silicon Valley Capital Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Silicon Valley Capital 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 Q3	–	Sell	-337	Closed	-$27.3K	–	315
2024 Q2	$27.3K	Buy	337 +1	+0.3%	+$81	﹤0.01%	169
2024 Q1	$28.2K	Buy	336 +1	+0.3%	+$79	﹤0.01%	155
2023 Q4	$26K	Buy	335 +3	+0.9%	+$213	﹤0.01%	154
2023 Q3	$23K	Hold	332	–	–	﹤0.01%	139
2023 Q2	$24.2K	Buy	332 +1	+0.3%	+$70	﹤0.01%	137
2023 Q1	$23.1K	Buy	331 +1	+0.3%	+$71	﹤0.01%	129
2022 Q4	$22.2K	Buy	+330	New	+$22.3K	0.01%	126

Other funds holding IWR

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

Silicon Valley Capital Partners's IWR Position: Q3 2024 in Review

Silicon Valley Capital Partners sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2024, closing a stake of 337 shares — an estimated $27.3K sold.

Silicon Valley Capital Partners first reported a position in IWR in Q4 2022 and held it in 7 quarters. The position peaked at $28.2K in Q1 2024. 1,292 funds tracked by Wall St. Rank hold IWR as of Q3 2024.

Silicon Valley Capital Partners reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
Silicon Valley Capital Partners sold 337 iShares Russell Mid-Cap ETF shares in Q3 2024, an estimated $27.3K.
Silicon Valley Capital Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and held it in 7 quarters.
Silicon Valley Capital Partners's iShares Russell Mid-Cap ETF position peaked at $28.2K in Q1 2024.
1,292 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2024.

Based on Silicon Valley Capital Partners's 13F filing for Q3 2024, filed 30 Oct 2024.