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Syntax Research’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Syntax Research’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
2023
Q4 		– Sell
-1,678
Closed -$116K – 181
2023
Q3 		$116K Buy
+1,678
New +$122K 0.09% 65

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Syntax Research's IWR Position: Q4 2023 in Review

Syntax Research sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2023, closing a stake of 1,678 shares — an estimated $116K sold.

Syntax Research first reported a position in IWR in Q3 2023 and held it in 1 quarter. The position peaked at $116K in Q3 2023. 1,246 funds tracked by Wall St. Rank hold IWR as of Q4 2023.

  • Syntax Research reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Syntax Research sold 1,678 iShares Russell Mid-Cap ETF shares in Q4 2023, an estimated $116K.
  • Syntax Research first reported a position in iShares Russell Mid-Cap ETF in Q3 2023 and held it in 1 quarter.
  • Syntax Research's iShares Russell Mid-Cap ETF position peaked at $116K in Q3 2023.
  • 1,246 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2023.

Based on Syntax Research's 13F filing for Q4 2023, filed 30 Jan 2024.