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WR Wealth Planners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

WR Wealth Planners’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 		$32.6K Buy
369
+294
+392% +$26.7K 0.01% 373
2024
Q3 		$6.61K Sell
75
-22
-23% -$1.85K ﹤0.01% 695
2024
Q2 		$7.87K Buy
97
+38
+64% +$3.09K ﹤0.01% 643
2024
Q1 		$4.96K Buy
+59
New +$4.67K ﹤0.01% 722

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
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

WR Wealth Planners's IWR Position: Q4 2024 in Review

WR Wealth Planners increased its iShares Russell Mid-Cap ETF (IWR) stake by 392% in Q4 2024, buying an estimated $26.7K and bringing the position to 369 shares worth $32.6K. The position accounts for 0.01% of the portfolio, ranked #373.

WR Wealth Planners first reported a position in IWR in Q1 2024 and has held it in 4 quarters since. 1,410 funds tracked by Wall St. Rank hold IWR as of Q4 2024.

  • WR Wealth Planners held 369 shares of iShares Russell Mid-Cap ETF worth $32.6K as of Q4 2024.
  • WR Wealth Planners bought 294 iShares Russell Mid-Cap ETF shares in Q4 2024, an estimated $26.7K.
  • iShares Russell Mid-Cap ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #373 holding.
  • WR Wealth Planners first reported a position in iShares Russell Mid-Cap ETF in Q1 2024 and has held it in 4 quarters since.
  • 1,410 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.