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

Stiles 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
Q3 		– Sell
-4,286
Closed -$348K – 193
2024
Q2 		$348K Buy
+4,286
New +$349K 0.13% 131

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

Stiles Financial Services's IWR Position: Q3 2024 in Review

Stiles Financial Services sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2024, closing a stake of 4,286 shares — an estimated $348K sold.

Stiles Financial Services first reported a position in IWR in Q2 2024 and held it in 1 quarter. The position peaked at $348K in Q2 2024. 1,292 funds tracked by Wall St. Rank hold IWR as of Q3 2024.

  • Stiles Financial Services reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Stiles Financial Services sold 4,286 iShares Russell Mid-Cap ETF shares in Q3 2024, an estimated $348K.
  • Stiles Financial Services first reported a position in iShares Russell Mid-Cap ETF in Q2 2024 and held it in 1 quarter.
  • Stiles Financial Services's iShares Russell Mid-Cap ETF position peaked at $348K in Q2 2024.
  • 1,292 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2024.

Based on Stiles Financial Services's 13F filing for Q3 2024, filed 31 Oct 2024.