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

Adero 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 Q1	$500K	Hold	5,881	–	–	0.03%	123
2024 Q4	$520K	Sell	5,881 -164	-3%	-$14.9K	0.03%	117
2024 Q3	$533K	Buy	6,045 +192	+3%	+$16.2K	0.04%	119
2024 Q2	$475K	Hold	5,853	–	–	0.03%	120
2024 Q1	$492K	Sell	5,853 -48	-0.8%	-$3.8K	0.04%	115
2023 Q4	$459K	Hold	5,901	–	–	0.04%	117
2023 Q3	$409K	Hold	5,901	–	–	0.04%	118
2023 Q2	$431K	Sell	5,901 -374	-6%	-$26K	0.04%	111
2023 Q1	$439K	Buy	6,275 +374	+6%	+$26.4K	0.05%	107
2022 Q4	$398K	Sell	5,901 -437	-7%	-$29.5K	0.05%	109
2022 Q3	$411K	Buy	6,338 +437	+7%	+$30.1K	0.05%	99
2022 Q2	$384K	Hold	5,901	–	–	0.05%	101
2022 Q1	$461K	Hold	5,901	–	–	0.07%	93
2021 Q4	$490K	Hold	5,901	–	–	0.08%	97
2021 Q3	$462K	Buy	5,901 +161	+3%	+$12.9K	0.08%	92
2021 Q2	$455K	Hold	5,740	–	–	0.11%	85
2021 Q1	$424K	Hold	5,740	–	–	0.19%	74
2020 Q4	$393K	Hold	5,740	–	–	0.34%	50
2020 Q3	$329K	Hold	5,740	–	–	0.26%	64
2020 Q2	$308K	Hold	5,740	–	–	0.32%	56
2020 Q1	$248K	Sell	5,740 -296	-5%	-$16.3K	0.41%	57
2019 Q4	$360K	Buy	+6,036	New	+$347K	0.4%	55

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Adero Partners's IWR Position: Q1 2025 in Review

Adero Partners held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2025 at 5,881 shares worth $500K. The position accounts for 0.03% of the portfolio, ranked #123.

Adero Partners first reported a position in IWR in Q4 2019 and has held it in 22 quarters since. The position peaked at $533K in Q3 2024. 1,371 funds tracked by Wall St. Rank hold IWR as of Q1 2025.

Adero Partners held 5,881 shares of iShares Russell Mid-Cap ETF worth $500K as of Q1 2025.
Adero Partners left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2025.
iShares Russell Mid-Cap ETF made up 0.03% of Adero Partners's portfolio in Q1 2025, its #123 holding.
Adero Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 22 quarters since.
Adero Partners's iShares Russell Mid-Cap ETF position peaked at $533K in Q3 2024.
1,371 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.