BMM
IWR icon

Berkshire Money Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Berkshire Money 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
-553
Closed -$50.9K – 89
2025
Q2 		$50.9K Buy
+553
New +$47.8K 0.01% 133

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

Berkshire Money Management's IWR Position: Q3 2025 in Review

Berkshire Money Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2025, closing a stake of 553 shares — an estimated $50.9K sold.

Berkshire Money Management first reported a position in IWR in Q2 2025 and held it in 1 quarter. The position peaked at $50.9K in Q2 2025. 1,426 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

  • Berkshire Money Management reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Berkshire Money Management sold 553 iShares Russell Mid-Cap ETF shares in Q3 2025, an estimated $50.9K.
  • Berkshire Money Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and held it in 1 quarter.
  • Berkshire Money Management's iShares Russell Mid-Cap ETF position peaked at $50.9K in Q2 2025.
  • 1,426 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

Based on Berkshire Money Management's 13F filing for Q3 2025, filed 14 Oct 2025.