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

Bordeaux 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 Q2	$471K	Hold	5,118	–	–	0.06%	93
2025 Q1	$435K	Hold	5,118	–	–	0.08%	96
2024 Q4	$452K	Hold	5,118	–	–	0.07%	94
2024 Q3	$451K	Sell	5,118 -66	-1%	-$5.56K	0.08%	98
2024 Q2	$420K	Buy	5,184 +66	+1%	+$5.37K	0.08%	90
2024 Q1	$430K	Buy	5,118 +1,252	+32%	+$99.2K	0.14%	66
2023 Q4	$301K	Buy	+3,866	New	+$275K	0.1%	81
2022 Q1	–	Sell	-4,142	Closed	-$344K	–	94
2021 Q4	$344K	Buy	+4,142	New	+$340K	0.16%	73

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

Bordeaux Wealth Advisors's IWR Position: Q2 2025 in Review

Bordeaux Wealth Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2025 at 5,118 shares worth $471K. The position accounts for 0.06% of the portfolio, ranked #93.

Bordeaux Wealth Advisors first reported a position in IWR in Q4 2021 and has held it in 8 quarters since. 1,440 funds tracked by Wall St. Rank hold IWR as of Q2 2025.

Bordeaux Wealth Advisors held 5,118 shares of iShares Russell Mid-Cap ETF worth $471K as of Q2 2025.
Bordeaux Wealth Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2025.
iShares Russell Mid-Cap ETF made up 0.06% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #93 holding.
Bordeaux Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 8 quarters since.
1,440 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.