Abich Financial Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Abich Financial Wealth Management’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	$193	Buy	+2	New	+$190	﹤0.01%	646

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

Abich Financial Wealth Management's IWR Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q3 2025: 2 shares worth $193. The stake represents ﹤0.01% of the portfolio and ranks #646 among its holdings.

1,426 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

Abich Financial Wealth Management held 2 shares of iShares Russell Mid-Cap ETF worth $193 as of Q3 2025.
iShares Russell Mid-Cap ETF was a new Abich Financial Wealth Management position in Q3 2025.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #646 holding.
1,426 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.