Chevy Chase Trust
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Chevy Chase Trust’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Chevy Chase Trust’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
Q3 		– Sell
-3,453
Closed -$318K – 636
2025
Q2 		$318K Hold
3,453
– – ﹤0.01% 610
2025
Q1 		$294K Buy
+3,453
New +$308K ﹤0.01% 612
2022
Q1 		– Sell
-27,776
Closed -$2.31M – 662
2021
Q4 		$2.31M Hold
27,776
– – 0.01% 554
2021
Q3 		$2.17M Sell
27,776
-752
-3% -$60.2K 0.01% 554
2021
Q2 		$2.26M Buy
+28,528
New +$2.21M 0.01% 553
2020
Q1 		– Sell
-1,396
Closed -$83K – 819
2019
Q4 		$83K Buy
+1,396
New +$80.2K ﹤0.01% 744
2019
Q1 		– Sell
-1,396
Closed -$65K – 689
2018
Q4 		$65K Buy
+1,396
New +$70.4K ﹤0.01% 683
2017
Q2 		– Sell
-6,828
Closed -$320K – 664
2017
Q1 		$320K Buy
+6,828
New +$316K ﹤0.01% 602
2016
Q3 		– Sell
-6,632
Closed -$279K – 657
2016
Q2 		$279K Sell
6,632
-2,364
-26% -$97.6K ﹤0.01% 603
2016
Q1 		$366K Buy
+8,996
New +$342K ﹤0.01% 594
2015
Q3 		– Sell
-7,276
Closed -$309K – 664
2015
Q2 		$309K Sell
7,276
-1,124
-13% -$48.9K ﹤0.01% 614
2015
Q1 		$364K Sell
8,400
-200
-2% -$8.5K ﹤0.01% 610
2014
Q4 		$360K Sell
8,600
-400
-4% -$16.2K ﹤0.01% 615
2014
Q3 		$357K Buy
9,000
+460
+5% +$18.5K ﹤0.01% 623
2014
Q2 		$347K Buy
8,540
+2,264
+36% +$88.3K ﹤0.01% 626
2014
Q1 		$243K Sell
6,276
-2,264
-27% -$85.8K ﹤0.01% 638
2013
Q4 		$320K Buy
+8,540
New +$309K ﹤0.01% 612

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

Chevy Chase Trust's IWR Position: Q3 2025 in Review

Chevy Chase Trust sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2025, closing a stake of 3,453 shares — an estimated $318K sold.

Chevy Chase Trust first reported a position in IWR in Q4 2013 and held it in 17 quarters. The position peaked at $2.31M in Q4 2021. 1,426 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

  • Chevy Chase Trust reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Chevy Chase Trust sold 3,453 iShares Russell Mid-Cap ETF shares in Q3 2025, an estimated $318K.
  • Chevy Chase Trust first reported a position in iShares Russell Mid-Cap ETF in Q4 2013 and held it in 17 quarters.
  • Chevy Chase Trust's iShares Russell Mid-Cap ETF position peaked at $2.31M in Q4 2021.
  • 1,426 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

Based on Chevy Chase Trust's 13F filing for Q3 2025, filed 14 Nov 2025.