Aaron Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Aaron Wealth Advisors’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 Q1	–	Sell	-3,310	Closed	-$293K	–	475
2024 Q4	$293K	Hold	3,310	–	–	0.03%	325
2024 Q3	$292K	Hold	3,310	–	–	0.03%	311
2024 Q2	$268K	Sell	3,310 -912	-22%	-$74.2K	0.04%	260
2024 Q1	$355K	Sell	4,222 -260	-6%	-$20.6K	0.05%	199
2023 Q4	$348K	Sell	4,482 -59	-1%	-$4.19K	0.06%	174
2023 Q3	$314K	Sell	4,541 -198	-4%	-$14.4K	0.04%	190
2023 Q2	$346K	Sell	4,739 -204	-4%	-$14.2K	0.05%	192
2023 Q1	$346K	Buy	4,943 +325	+7%	+$22.9K	0.05%	191
2022 Q4	$311K	Sell	4,618 -354	-7%	-$23.9K	0.05%	191
2022 Q3	$309K	Sell	4,972 -22,528	-82%	-$1.55M	0.06%	164
2022 Q2	$1.78M	Buy	27,500 +4,827	+21%	+$344K	0.45%	43
2022 Q1	$1.77M	Buy	+22,673	New	+$1.75M	0.41%	38

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aaron Wealth Advisors's IWR Position: Q1 2025 in Review

Aaron Wealth Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2025, closing a stake of 3,310 shares — an estimated $293K sold.

Aaron Wealth Advisors first reported a position in IWR in Q1 2022 and held it in 12 quarters. The position peaked at $1.78M in Q2 2022. 1,375 funds tracked by Wall St. Rank hold IWR as of Q1 2025.

Aaron Wealth Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
Aaron Wealth Advisors sold 3,310 iShares Russell Mid-Cap ETF shares in Q1 2025, an estimated $293K.
Aaron Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and held it in 12 quarters.
Aaron Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $1.78M in Q2 2022.
1,375 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2025.

Based on Aaron Wealth Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.