17 Capital Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

17 Capital 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
2025 Q3	–	Sell	-2,277	Closed	-$209K	–	149
2025 Q2	$209K	Buy	+2,277	New	+$197K	0.12%	135
2025 Q1	–	Sell	-2,277	Closed	-$201K	–	141
2024 Q4	$201K	Hold	2,277	–	–	0.13%	130
2024 Q3	$201K	Buy	+2,277	New	+$192K	0.13%	129
2024 Q2	–	Sell	-2,440	Closed	-$205K	–	134
2024 Q1	$205K	Buy	+2,440	New	+$193K	0.15%	120
2022 Q1	–	Sell	-2,440	Closed	-$203K	–	102
2021 Q4	$203K	Buy	+2,440	New	+$200K	0.19%	92

Other funds holding IWR

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

17 Capital Partners's IWR Position: Q3 2025 in Review

17 Capital Partners sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2025, closing a stake of 2,277 shares — an estimated $209K sold.

17 Capital Partners first reported a position in IWR in Q4 2021 and held it in 5 quarters. The position peaked at $209K in Q2 2025. 1,426 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

17 Capital Partners reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
17 Capital Partners sold 2,277 iShares Russell Mid-Cap ETF shares in Q3 2025, an estimated $209K.
17 Capital Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and held it in 5 quarters.
17 Capital Partners's iShares Russell Mid-Cap ETF position peaked at $209K in Q2 2025.
1,426 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

Based on 17 Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.