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Advisor OS’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Advisor OS’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
Q4 		– Sell
-6,854
Closed -$662K – 514
2025
Q3 		$662K Buy
6,854
+118
+2% +$11.2K 0.06% 213
2025
Q2 		$620K Buy
6,736
+136
+2% +$11.7K 0.06% 219
2025
Q1 		$561K Buy
+6,600
New +$589K 0.06% 219
2024
Q2 		– Sell
-5,440
Closed -$457K – 403
2024
Q1 		$457K Hold
5,440
– – 0.05% 251
2023
Q4 		$423K Sell
5,440
-296
-5% -$21K 0.06% 225
2023
Q3 		$397K Buy
5,736
+15
+0.3% +$1.09K 0.06% 201
2023
Q2 		$418K Buy
5,721
+316
+6% +$22K 0.07% 208
2023
Q1 		$378K Buy
+5,405
New +$382K 0.09% 178

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advisor OS's IWR Position: Q4 2025 in Review

Advisor OS sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2025, closing a stake of 6,854 shares — an estimated $662K sold.

Advisor OS first reported a position in IWR in Q1 2023 and held it in 8 quarters. The position peaked at $662K in Q3 2025. 1,522 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

  • Advisor OS reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Advisor OS sold 6,854 iShares Russell Mid-Cap ETF shares in Q4 2025, an estimated $662K.
  • Advisor OS first reported a position in iShares Russell Mid-Cap ETF in Q1 2023 and held it in 8 quarters.
  • Advisor OS's iShares Russell Mid-Cap ETF position peaked at $662K in Q3 2025.
  • 1,522 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on Advisor OS's 13F filing for Q4 2025, filed 4 Feb 2026.