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Strategic Wealth Partners Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Strategic Wealth Partners 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
Q1 		$955K Buy
11,351
+19
+0.2% +$1.51K 0.11% 48
2023
Q4 		$881K Buy
11,332
+65
+0.6% +$4.62K 0.11% 46
2023
Q3 		$784K Hold
11,267
– – 0.12% 42
2023
Q2 		$822K Sell
11,267
-2,030
-15% -$141K 0.12% 42
2023
Q1 		$905K Buy
13,297
+8,546
+180% +$603K 0.15% 37
2022
Q4 		$320K Buy
4,751
+2
+0% +$135 0.07% 42
2022
Q3 		$295K Sell
4,749
-39
-0.8% -$2.68K 0.07% 44
2022
Q2 		$310K Buy
4,788
+1
+0% +$71 0.07% 46
2022
Q1 		$374K Buy
4,787
+41
+0.9% +$3.16K 0.07% 43
2021
Q4 		$394K Sell
4,746
-1,687
-26% -$138K 0.07% 47
2021
Q3 		$503K Buy
+6,433
New +$515K 0.1% 45
2021
Q1 		$612K Buy
8,273
+276
+3% +$20K 0.12% 40
2020
Q4 		$548K Buy
7,997
+5
+0.1% +$318 0.12% 39
2020
Q3 		$459K Sell
7,992
-4,330
-35% -$246K 0.11% 40
2020
Q2 		$660K Sell
12,322
-8,002
-39% -$401K 0.17% 36
2020
Q1 		$877K Buy
20,324
+3,575
+21% +$197K 0.26% 28
2019
Q4 		$999K Hold
16,749
– – 0.24% 29
2019
Q3 		$937K Sell
16,749
-3,387
-17% -$189K 0.26% 22
2019
Q2 		$1.13M Buy
20,136
+10,465
+108% +$574K 0.33% 21
2019
Q1 		$522K Buy
9,671
+9,349
+2,903% +$484K 0.17% 25
2018
Q4 		$15K Sell
322
-9,554
-97% -$482K 0.01% 28
2018
Q3 		$19K Buy
9,876
+136
+1% +$7.45K 0.41% 13
2018
Q2 		$11.1K Sell
9,740
-304
-3% -$16K 0.22% 31
2018
Q1 		$518 Buy
10,044
+504
+5% +$26.6K 0.04% 47
2017
Q4 		$496K Sell
9,540
-3,276
-26% -$166K 0.22% 24
2017
Q3 		$632K Buy
12,816
+3,276
+34% +$158K 0.28% 24
2017
Q2 		$458K Hold
9,540
– – 0.22% 24
2017
Q1 		$446K Sell
9,540
-196
-2% -$9.09K 0.23% 23
2016
Q4 		$435K Hold
9,736
– – 0.21% 27
2016
Q3 		$424K Hold
9,736
– – 0.22% 21
2016
Q2 		$409K Buy
+9,736
New +$402K 0.23% 21

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Strategic Wealth Partners Group's IWR Position: Q1 2024 in Review

Strategic Wealth Partners Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.17% in Q1 2024, buying an estimated $1.51K and bringing the position to 11,351 shares worth $955K. The position accounts for 0.11% of the portfolio, ranked #48.

Strategic Wealth Partners Group first reported a position in IWR in Q2 2016 and has held it in 31 quarters since. The position peaked at $1.13M in Q2 2019. 1,253 funds tracked by Wall St. Rank hold IWR as of Q1 2024.

  • Strategic Wealth Partners Group held 11,351 shares of iShares Russell Mid-Cap ETF worth $955K as of Q1 2024.
  • Strategic Wealth Partners Group bought 19 iShares Russell Mid-Cap ETF shares in Q1 2024, an estimated $1.51K.
  • iShares Russell Mid-Cap ETF made up 0.11% of Strategic Wealth Partners Group's portfolio in Q1 2024, its #48 holding.
  • Strategic Wealth Partners Group first reported a position in iShares Russell Mid-Cap ETF in Q2 2016 and has held it in 31 quarters since.
  • Strategic Wealth Partners Group's iShares Russell Mid-Cap ETF position peaked at $1.13M in Q2 2019.
  • 1,253 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2024.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2024, filed 30 Apr 2024.