Cardiff Park Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Cardiff Park 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 Q4	–	Sell	-380	Closed	-$36.7K	–	370
2025 Q3	$36.7K	Hold	380	–	–	﹤0.01%	344
2025 Q2	$34.9K	Hold	380	–	–	﹤0.01%	319
2025 Q1	$32.3K	Hold	380	–	–	﹤0.01%	316
2024 Q4	$33.6K	Hold	380	–	–	﹤0.01%	310
2024 Q3	$33.5K	Hold	380	–	–	﹤0.01%	310
2024 Q2	$30.8K	Hold	380	–	–	﹤0.01%	302
2024 Q1	$32K	Hold	380	–	–	﹤0.01%	322
2023 Q4	$29.5K	Hold	380	–	–	﹤0.01%	303
2023 Q3	$26.3K	Hold	380	–	–	﹤0.01%	287
2023 Q2	$27.8K	Hold	380	–	–	﹤0.01%	296
2023 Q1	$26.6K	Hold	380	–	–	﹤0.01%	289
2022 Q4	$25.6K	Sell	380 -2,320	-86%	-$156K	﹤0.01%	289
2022 Q3	$168K	Hold	2,700	–	–	0.03%	239
2022 Q2	$175K	Sell	2,700 -224	-8%	-$15.9K	0.03%	238
2022 Q1	$228K	Hold	2,924	–	–	0.03%	217
2021 Q4	$243K	Buy	+2,924	New	+$240K	0.03%	212

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cardiff Park Advisors's IWR Position: Q4 2025 in Review

Cardiff Park Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2025, closing a stake of 380 shares — an estimated $36.7K sold.

Cardiff Park Advisors first reported a position in IWR in Q4 2021 and held it in 16 quarters. The position peaked at $243K in Q4 2021. 1,520 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

Cardiff Park Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Cardiff Park Advisors sold 380 iShares Russell Mid-Cap ETF shares in Q4 2025, an estimated $36.7K.
Cardiff Park Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and held it in 16 quarters.
Cardiff Park Advisors's iShares Russell Mid-Cap ETF position peaked at $243K in Q4 2021.
1,520 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on Cardiff Park Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.