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SpiderRock Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

SpiderRock Advisors’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 		$1.35M Buy
15,262
+7,877
+107% +$664K 0.02% 408
2024
Q2 		$599K Buy
+7,385
New +$601K 0.01% 517

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

SpiderRock Advisors's IWR Position: Q3 2024 in Review

SpiderRock Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 107% in Q3 2024, buying an estimated $664K and bringing the position to 15,262 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #408.

SpiderRock Advisors first reported a position in IWR in Q2 2024 and has held it in 2 quarters since. 1,292 funds tracked by Wall St. Rank hold IWR as of Q3 2024.

  • SpiderRock Advisors held 15,262 shares of iShares Russell Mid-Cap ETF worth $1.35M as of Q3 2024.
  • SpiderRock Advisors bought 7,877 iShares Russell Mid-Cap ETF shares in Q3 2024, an estimated $664K.
  • iShares Russell Mid-Cap ETF made up 0.02% of SpiderRock Advisors's portfolio in Q3 2024, its #408 holding.
  • SpiderRock Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2024 and has held it in 2 quarters since.
  • 1,292 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.