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

Amplius 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 Q3	–	Sell	-2,767	Closed	-$254K	–	193
2025 Q2	$254K	Buy	+2,767	New	+$239K	0.02%	176
2025 Q1	–	Sell	-2,273	Closed	-$201K	–	189
2024 Q4	$201K	Hold	2,273	–	–	0.02%	173
2024 Q3	$200K	Buy	+2,273	New	+$192K	0.02%	172
2022 Q4	–	Sell	-3,258	Closed	-$202K	–	174
2022 Q3	$202K	Buy	+3,258	New	+$224K	0.04%	150
2022 Q1	–	Sell	-8,749	Closed	-$726K	–	538
2021 Q4	$726K	Buy	+8,749	New	+$718K	0.1%	79

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

Amplius Wealth Advisors's IWR Position: Q3 2025 in Review

Amplius Wealth Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2025, closing a stake of 2,767 shares — an estimated $254K sold.

Amplius Wealth Advisors first reported a position in IWR in Q4 2021 and held it in 5 quarters. The position peaked at $726K in Q4 2021. 1,426 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

Amplius Wealth Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
Amplius Wealth Advisors sold 2,767 iShares Russell Mid-Cap ETF shares in Q3 2025, an estimated $254K.
Amplius Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and held it in 5 quarters.
Amplius Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $726K in Q4 2021.
1,426 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

Based on Amplius Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.