AlphaStar Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

AlphaStar Capital 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	–	Sell	-5,529	Closed	-$508K	–	279
2025 Q2	$508K	Buy	+5,529	New	+$478K	0.04%	221
2022 Q3	–	Sell	-3,706	Closed	-$240K	–	336
2022 Q2	$240K	Sell	3,706 -35	-0.9%	-$2.49K	0.02%	299
2022 Q1	$292K	Sell	3,741 -2,032	-35%	-$156K	0.02%	306
2021 Q4	$462K	Buy	5,773 +193	+3%	+$15.8K	0.04%	264
2021 Q3	$464K	Buy	5,580 +2,515	+82%	+$201K	0.03%	270
2021 Q2	$243K	Buy	3,065 +3	+0.1%	+$233	0.03%	237
2021 Q1	$226K	Hold	3,062	–	–	0.04%	204
2020 Q4	$217K	Buy	+3,062	New	+$195K	0.04%	202

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

AlphaStar Capital Management's IWR Position: Q3 2025 in Review

AlphaStar Capital Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2025, closing a stake of 5,529 shares — an estimated $508K sold.

AlphaStar Capital Management first reported a position in IWR in Q4 2020 and held it in 8 quarters. The position peaked at $508K in Q2 2025. 1,426 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

AlphaStar Capital Management reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
AlphaStar Capital Management sold 5,529 iShares Russell Mid-Cap ETF shares in Q3 2025, an estimated $508K.
AlphaStar Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and held it in 8 quarters.
AlphaStar Capital Management's iShares Russell Mid-Cap ETF position peaked at $508K in Q2 2025.
1,426 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

Based on AlphaStar Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.