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

Waypoint Wealth Partners’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
-3,033
Closed -$210K – 81
2023
Q3 		$210K Hold
3,033
– – 0.07% 71
2023
Q2 		$222K Buy
+3,033
New +$211K 0.08% 62

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Waypoint Wealth Partners's IWR Position: Q4 2023 in Review

Waypoint Wealth Partners sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2023, closing a stake of 3,033 shares — an estimated $210K sold.

Waypoint Wealth Partners first reported a position in IWR in Q2 2023 and held it in 2 quarters. The position peaked at $222K in Q2 2023. 1,247 funds tracked by Wall St. Rank hold IWR as of Q4 2023.

  • Waypoint Wealth Partners reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Waypoint Wealth Partners sold 3,033 iShares Russell Mid-Cap ETF shares in Q4 2023, an estimated $210K.
  • Waypoint Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q2 2023 and held it in 2 quarters.
  • Waypoint Wealth Partners's iShares Russell Mid-Cap ETF position peaked at $222K in Q2 2023.
  • 1,247 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2023.

Based on Waypoint Wealth Partners's 13F filing for Q4 2023, filed 9 Feb 2024.