Burns Matteson Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
Other funds holding IWR
Burns Matteson Capital Management's IWR Position: Q4 2025 in Review
Burns Matteson Capital Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2025, closing a stake of 2,102 shares — an estimated $203K sold.
Burns Matteson Capital Management first reported a position in IWR in Q4 2023 and held it in 3 quarters. The position peaked at $1.12M in Q4 2023. 1,520 funds tracked by Wall St. Rank hold IWR as of Q4 2025.
- Burns Matteson Capital Management reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
- Burns Matteson Capital Management sold 2,102 iShares Russell Mid-Cap ETF shares in Q4 2025, an estimated $203K.
- Burns Matteson Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and held it in 3 quarters.
- Burns Matteson Capital Management's iShares Russell Mid-Cap ETF position peaked at $1.12M in Q4 2023.
- 1,520 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.
Based on Burns Matteson Capital Management's 13F filing for Q4 2025, filed 15 Jan 2026.