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Carolinas Wealth Consulting’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-2,149
Closed -$183K – 485
2025
Q1 		$183K Buy
2,149
+5
+0.2% +$446 0.04% 185
2024
Q4 		$189K Buy
2,144
+7
+0.3% +$635 0.04% 187
2024
Q3 		$188K Buy
2,137
+8
+0.4% +$674 0.03% 189
2024
Q2 		$173K Buy
2,129
+5
+0.2% +$407 0.03% 188
2024
Q1 		$179K Buy
2,124
+5
+0.2% +$396 0.04% 184
2023
Q4 		$165K Buy
2,119
+8
+0.4% +$568 0.04% 176
2023
Q3 		$139K Buy
2,111
+8
+0.4% +$584 0.03% 187
2023
Q2 		$154K Buy
2,103
+5
+0.2% +$348 0.03% 201
2023
Q1 		$147K Buy
2,098
+7
+0.3% +$494 0.03% 211
2022
Q4 		$141K Buy
+2,091
New +$141K 0.03% 211

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

Carolinas Wealth Consulting's IWR Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2025, closing a stake of 2,149 shares — an estimated $183K sold.

Carolinas Wealth Consulting first reported a position in IWR in Q4 2022 and held it in 10 quarters. The position peaked at $189K in Q4 2024. 1,440 funds tracked by Wall St. Rank hold IWR as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 2,149 iShares Russell Mid-Cap ETF shares in Q2 2025, an estimated $183K.
  • Carolinas Wealth Consulting first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and held it in 10 quarters.
  • Carolinas Wealth Consulting's iShares Russell Mid-Cap ETF position peaked at $189K in Q4 2024.
  • 1,440 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.