Birchbrook’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Birchbrook’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	-21	Closed	-$1.86K	–	284
2024 Q4	$1.86K	Buy	+21	New	+$1.91K	﹤0.01%	258

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

Birchbrook's IWR Position: Q1 2025 in Review

Birchbrook sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2025, closing a stake of 21 shares — an estimated $1.86K sold.

Birchbrook first reported a position in IWR in Q4 2024 and held it in 1 quarter. The position peaked at $1.86K in Q4 2024. 1,371 funds tracked by Wall St. Rank hold IWR as of Q1 2025.

Birchbrook reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
Birchbrook sold 21 iShares Russell Mid-Cap ETF shares in Q1 2025, an estimated $1.86K.
Birchbrook first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and held it in 1 quarter.
Birchbrook's iShares Russell Mid-Cap ETF position peaked at $1.86K in Q4 2024.
1,371 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2025.

Based on Birchbrook's 13F filing for Q1 2025, filed 10 Jun 2025.