CAWM
IWR icon

Capital A Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Capital A Wealth 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
Q2 		$3.81K Buy
49
+33
+206% +$2.85K 0.04% 255
2025
Q1 		$1.36K Sell
16
-9
-36% -$803 ﹤0.01% 505
2024
Q4 		$2.21K Buy
+25
New +$2.27K ﹤0.01% 463

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

Capital A Wealth Management's IWR Position: Q2 2025 in Review

Capital A Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 206% in Q2 2025, buying an estimated $2.85K and bringing the position to 49 shares worth $3.81K. The position accounts for 0.04% of the portfolio, ranked #255.

Capital A Wealth Management first reported a position in IWR in Q4 2024 and has held it in 3 quarters since. 1,440 funds tracked by Wall St. Rank hold IWR as of Q2 2025.

  • Capital A Wealth Management held 49 shares of iShares Russell Mid-Cap ETF worth $3.81K as of Q2 2025.
  • Capital A Wealth Management bought 33 iShares Russell Mid-Cap ETF shares in Q2 2025, an estimated $2.85K.
  • iShares Russell Mid-Cap ETF made up 0.04% of Capital A Wealth Management's portfolio in Q2 2025, its #255 holding.
  • Capital A Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,440 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.