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Atticus Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Atticus Wealth 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
-415
Closed -$38.2K – 418
2025
Q2 		$38.2K Buy
415
+229
+123% +$19.8K 0.01% 342
2025
Q1 		$15.9K Sell
186
-5
-3% -$446 0.01% 341
2024
Q4 		$16.9K Buy
191
+7
+4% +$635 0.01% 346
2024
Q3 		$16.2K Buy
184
+15
+9% +$1.26K 0.01% 351
2024
Q2 		$13.7K Sell
169
-59
-26% -$4.8K ﹤0.01% 350
2024
Q1 		$19.2K Sell
228
-228
-50% -$18.1K 0.01% 332
2023
Q4 		$35.4K Buy
456
+111
+32% +$7.88K 0.01% 273
2023
Q3 		$23.9K Buy
345
+253
+275% +$18.5K 0.01% 320
2023
Q2 		$6.71K Sell
92
-696
-88% -$48.4K ﹤0.01% 426
2023
Q1 		$55.1K Buy
788
+34
+5% +$2.4K 0.02% 246
2022
Q4 		$50.9K Buy
754
+43
+6% +$2.9K 0.02% 249
2022
Q3 		$46K Hold
711
– – 0.02% 243
2022
Q2 		$46K Hold
711
– – 0.02% 265
2022
Q1 		$55K Hold
711
– – 0.02% 238
2021
Q4 		$59K Hold
711
– – 0.02% 206
2021
Q3 		$56K Hold
711
– – 0.02% 222
2021
Q2 		$56K Sell
711
-789
-53% -$61.2K 0.02% 220
2021
Q1 		$111K Hold
1,500
– – 0.05% 148
2020
Q4 		$103K Buy
+1,500
New +$95.5K 0.05% 151
2020
Q2 		– Sell
-420
Closed -$18K – 306
2020
Q1 		$18K Hold
420
– – 0.01% 207
2019
Q4 		$25K Buy
+420
New +$24.1K 0.02% 208

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atticus Wealth Management's IWR Position: Q3 2025 in Review

Atticus Wealth Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2025, closing a stake of 415 shares — an estimated $38.2K sold.

Atticus Wealth Management first reported a position in IWR in Q4 2019 and held it in 21 quarters. The position peaked at $111K in Q1 2021. 1,426 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

  • Atticus Wealth Management reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 415 iShares Russell Mid-Cap ETF shares in Q3 2025, an estimated $38.2K.
  • Atticus Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and held it in 21 quarters.
  • Atticus Wealth Management's iShares Russell Mid-Cap ETF position peaked at $111K in Q1 2021.
  • 1,426 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.