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

Arete 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 Q4	–	Sell	-3,141	Closed	-$303K	–	557
2025 Q3	$303K	Buy	3,141 +218	+7%	+$20.7K	0.02%	600
2025 Q2	$269K	Sell	2,923 -90	-3%	-$7.78K	0.02%	598
2025 Q1	$256K	Buy	3,013 +5	+0.2%	+$446	0.02%	595
2024 Q4	$266K	Buy	3,008 +2	+0.1%	+$182	0.02%	597
2024 Q3	$264K	Sell	3,006 -1	-0%	-$84	0.02%	559
2024 Q2	$243K	Buy	+3,007	New	+$245K	0.02%	596
2024 Q1	–	Sell	-3,005	Closed	-$234K	–	550
2023 Q4	$234K	Buy	+3,005	New	+$213K	0.02%	620
2022 Q3	–	Sell	-3,227	Closed	-$209K	–	605
2022 Q2	$209K	Buy	+3,227	New	+$230K	0.02%	422
2022 Q1	–	Sell	-8,538	Closed	-$706K	–	534
2021 Q4	$706K	Buy	8,538 +66	+0.8%	+$5.42K	0.06%	229
2021 Q3	$663K	Sell	8,472 -66	-0.8%	-$5.29K	0.07%	212
2021 Q2	$677K	Buy	8,538 +245	+3%	+$19K	0.1%	166
2021 Q1	$613K	Buy	+8,293	New	+$599K	0.08%	213
2015 Q3	–	Sell	-7,144	Closed	-$304K	–	145
2015 Q2	$304K	Buy	+7,144	New	+$311K	0.2%	103

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Arete Wealth Advisors's IWR Position: Q4 2025 in Review

Arete Wealth Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2025, closing a stake of 3,141 shares — an estimated $303K sold.

Arete Wealth Advisors first reported a position in IWR in Q2 2015 and held it in 13 quarters. The position peaked at $706K in Q4 2021. 1,522 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

Arete Wealth Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Arete Wealth Advisors sold 3,141 iShares Russell Mid-Cap ETF shares in Q4 2025, an estimated $303K.
Arete Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2015 and held it in 13 quarters.
Arete Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $706K in Q4 2021.
1,522 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.