Aveo Capital Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Aveo Capital Partners’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 Q1	–	Sell	-2,364	Closed	-$209K	–	258
2024 Q4	$209K	Buy	2,364 +33	+1%	+$3K	0.02%	326
2024 Q3	$205K	Sell	2,331 -44,601	-95%	-$3.76M	0.02%	330
2024 Q2	$3.81M	Buy	+46,932	New	+$3.82M	0.43%	67
2021 Q3	–	Sell	-54,274	Closed	-$4.3M	–	270
2021 Q2	$4.3M	Buy	+54,274	New	+$4.21M	0.95%	27
2017 Q1	–	Sell	-4,660	Closed	-$208K	–	177
2016 Q4	$208K	Buy	+4,660	New	+$204K	0.06%	212

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aveo Capital Partners's IWR Position: Q1 2025 in Review

Aveo Capital Partners sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2025, closing a stake of 2,364 shares — an estimated $209K sold.

Aveo Capital Partners first reported a position in IWR in Q4 2016 and held it in 5 quarters. The position peaked at $4.3M in Q2 2021. 1,371 funds tracked by Wall St. Rank hold IWR as of Q1 2025.

Aveo Capital Partners reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
Aveo Capital Partners sold 2,364 iShares Russell Mid-Cap ETF shares in Q1 2025, an estimated $209K.
Aveo Capital Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2016 and held it in 5 quarters.
Aveo Capital Partners's iShares Russell Mid-Cap ETF position peaked at $4.3M in Q2 2021.
1,371 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.