Sterling Financial Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Sterling Financial Group’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	–	Sell	-17,606	Closed	-$1.55M	–	70
2024 Q3	$1.55M	Hold	17,606	–	–	0.66%	21
2024 Q2	$1.43M	Hold	17,606	–	–	0.65%	21
2024 Q1	$1.48M	Hold	17,606	–	–	0.7%	19
2023 Q4	$1.37M	Hold	17,606	–	–	0.81%	19
2023 Q3	$1.22M	Hold	17,606	–	–	0.77%	18
2023 Q2	$1.29M	Hold	17,606	–	–	0.85%	15
2023 Q1	$1.19M	Hold	17,606	–	–	0.91%	19
2022 Q4	$1.19M	Buy	+17,606	New	+$1.19M	0.91%	19

Other funds holding IWR

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

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

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

Sterling Financial Group's IWR Position: Q4 2024 in Review

Sterling Financial Group sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2024, closing a stake of 17,606 shares — an estimated $1.55M sold.

Sterling Financial Group first reported a position in IWR in Q4 2022 and held it in 8 quarters. The position peaked at $1.55M in Q3 2024. 1,410 funds tracked by Wall St. Rank hold IWR as of Q4 2024.

Sterling Financial Group reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
Sterling Financial Group sold 17,606 iShares Russell Mid-Cap ETF shares in Q4 2024, an estimated $1.55M.
Sterling Financial Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and held it in 8 quarters.
Sterling Financial Group's iShares Russell Mid-Cap ETF position peaked at $1.55M in Q3 2024.
1,410 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2024.

Based on Sterling Financial Group's 13F filing for Q4 2024, filed 15 Jan 2025.