WI
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Wintrust Investments’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Wintrust Investments’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 		$94K Sell
1,065
-173
-14% -$15.7K 0.08% 170
2024
Q3 		$109K Sell
1,238
-10,142
-89% -$855K 0.08% 198
2024
Q2 		$923K Sell
11,380
-2,358
-17% -$192K 0.08% 206
2024
Q1 		$1.16M Buy
13,738
+8,756
+176% +$694K 0.1% 171
2023
Q4 		$387K Buy
4,982
+99
+2% +$7.03K 0.04% 317
2023
Q3 		$338K Hold
4,883
– – 0.04% 315
2023
Q2 		$357K Buy
4,883
+1
+0% +$70 0.04% 304
2023
Q1 		$341K Buy
4,882
+46
+1% +$3.25K 0.04% 248
2022
Q4 		$326K Sell
4,836
-133
-3% -$8.97K 0.04% 279
2022
Q3 		$309K Buy
4,969
+583
+13% +$40.1K 0.04% 295
2022
Q2 		$284K Sell
4,386
-462
-10% -$32.9K 0.03% 312
2022
Q1 		$378K Buy
4,848
+400
+9% +$30.8K 0.04% 292
2021
Q4 		$369K Sell
4,448
-219
-5% -$18K 0.04% 309
2021
Q3 		$365K Sell
4,667
-464
-9% -$37.2K 0.05% 202
2021
Q2 		$407K Buy
5,131
+1
+0% +$78 0.04% 287
2021
Q1 		$379K Buy
+5,130
New +$371K 0.04% 296
2020
Q4 		– Sell
-5,128
Closed -$294K – 280
2020
Q3 		$294K Hold
5,128
– – 0.04% 271
2020
Q2 		$275K Sell
5,128
-12,672
-71% -$635K 0.04% 277
2020
Q1 		$768K Sell
17,800
-2,124
-11% -$117K 0.13% 130
2019
Q4 		$1.19M Hold
19,924
– – 0.17% 107
2019
Q3 		$1.11M Buy
19,924
+900
+5% +$50.3K 0.17% 113
2019
Q2 		$1.06M Buy
19,024
+13,472
+243% +$739K 0.16% 114
2019
Q1 		$300K Buy
+5,552
New +$288K 0.05% 269
2018
Q3 		– Sell
-6,400
Closed -$339K – 368
2018
Q2 		$339K Sell
6,400
-1,060
-14% -$55.8K 0.06% 266
2018
Q1 		$385K Sell
7,460
-19,660
-72% -$1.04M 0.1% 173
2017
Q4 		$1.41M Sell
27,120
-140
-0.5% -$7.11K 0.33% 62
2017
Q3 		$1.34M Hold
27,260
– – 0.34% 63
2017
Q2 		$1.31M Hold
27,260
– – 0.35% 68
2017
Q1 		$1.28M Buy
+27,260
New +$1.26M 0.36% 64

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wintrust Investments's IWR Position: Q4 2024 in Review

Wintrust Investments reduced its iShares Russell Mid-Cap ETF (IWR) stake by 14% in Q4 2024, selling an estimated $15.7K and leaving 1,065 shares worth $94K. The position accounts for 0.08% of the portfolio, ranked #170.

Wintrust Investments first reported a position in IWR in Q1 2017 and has held it in 29 quarters since. The position peaked at $1.41M in Q4 2017. 1,412 funds tracked by Wall St. Rank hold IWR as of Q4 2024.

  • Wintrust Investments held 1,065 shares of iShares Russell Mid-Cap ETF worth $94K as of Q4 2024.
  • Wintrust Investments sold 173 iShares Russell Mid-Cap ETF shares in Q4 2024, an estimated $15.7K.
  • iShares Russell Mid-Cap ETF made up 0.08% of Wintrust Investments's portfolio in Q4 2024, its #170 holding.
  • Wintrust Investments first reported a position in iShares Russell Mid-Cap ETF in Q1 2017 and has held it in 29 quarters since.
  • Wintrust Investments's iShares Russell Mid-Cap ETF position peaked at $1.41M in Q4 2017.
  • 1,412 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.