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Vantage Financial Partners (Wisconsin)’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Vantage Financial Partners (Wisconsin)’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
-2,437
Closed -$215K – 196
2024
Q3 		$215K Sell
2,437
-316
-11% -$26.6K 0.05% 173
2024
Q2 		$223K Sell
2,753
-650
-19% -$52.9K 0.06% 132
2024
Q1 		$286K Sell
3,403
-121
-3% -$9.59K 0.08% 116
2023
Q4 		$274K Buy
+3,524
New +$250K 0.08% 104

Other funds holding IWR

Jones Financial Companies
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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
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

Vantage Financial Partners (Wisconsin)'s IWR Position: Q4 2024 in Review

Vantage Financial Partners (Wisconsin) sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2024, closing a stake of 2,437 shares — an estimated $215K sold.

Vantage Financial Partners (Wisconsin) first reported a position in IWR in Q4 2023 and held it in 4 quarters. The position peaked at $286K in Q1 2024. 1,410 funds tracked by Wall St. Rank hold IWR as of Q4 2024.

  • Vantage Financial Partners (Wisconsin) reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Vantage Financial Partners (Wisconsin) sold 2,437 iShares Russell Mid-Cap ETF shares in Q4 2024, an estimated $215K.
  • Vantage Financial Partners (Wisconsin) first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and held it in 4 quarters.
  • Vantage Financial Partners (Wisconsin)'s iShares Russell Mid-Cap ETF position peaked at $286K in Q1 2024.
  • 1,410 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2024.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2024, filed 6 Feb 2025.