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

Citadel 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
Q3 		– Sell
-55,685
Closed -$5.28M – 13440
2025
Q2 		$5.12M Buy
55,685
+42,727
+330% +$3.69M ﹤0.01% 4072
2025
Q1 		$1.1M Sell
12,958
-3,623
-22% -$323K ﹤0.01% 6748
2024
Q4 		$1.47M Sell
16,581
-34,436
-67% -$3.13M ﹤0.01% 6279
2024
Q3 		$4.5M Sell
51,017
-1,211
-2% -$102K ﹤0.01% 4097
2024
Q2 		$4.23M Sell
52,228
-44,397
-46% -$3.61M ﹤0.01% 4009
2024
Q1 		$8.13M Buy
96,625
+34,734
+56% +$2.75M ﹤0.01% 3211
2023
Q4 		$4.81M Buy
61,891
+43,205
+231% +$3.07M ﹤0.01% 3851
2023
Q3 		$1.29M Buy
+18,686
New +$1.36M ﹤0.01% 6055
2023
Q2 		– Sell
-3,282
Closed -$228K – 14792
2023
Q1 		$229K Sell
3,282
-2,171
-40% -$153K ﹤0.01% 9933
2022
Q4 		$368K Sell
5,453
-89,595
-94% -$6.04M ﹤0.01% 8885
2022
Q3 		$5.91M Buy
95,048
+82,520
+659% +$5.68M ﹤0.01% 3593
2022
Q2 		$810K Buy
12,528
+4,560
+57% +$325K ﹤0.01% 7512
2022
Q1 		$622K Buy
7,968
+3,026
+61% +$233K ﹤0.01% 8864
2021
Q4 		$410K Buy
+4,942
New +$406K ﹤0.01% 10152
2019
Q3 		– Sell
-21,040
Closed -$1.18M – 9478
2019
Q2 		$1.18M Sell
21,040
-60,338
-74% -$3.31M ﹤0.01% 5437
2019
Q1 		$4.39M Buy
+81,378
New +$4.22M ﹤0.01% 3190
2018
Q2 		– Sell
-54,324
Closed -$2.8M – 9055
2018
Q1 		$2.8M Sell
54,324
-62,820
-54% -$3.31M ﹤0.01% 3227
2017
Q4 		$6.09M Buy
117,144
+2,460
+2% +$125K ﹤0.01% 2243
2017
Q3 		$5.65M Sell
114,684
-1,188
-1% -$57.3K ﹤0.01% 2186
2017
Q2 		$5.57M Sell
115,872
-20,728
-15% -$983K ﹤0.01% 2012
2017
Q1 		$6.39M Buy
+136,600
New +$6.33M 0.01% 1808
2016
Q3 		– Sell
-50,332
Closed -$2.12M – 7472
2016
Q2 		$2.12M Buy
50,332
+36,132
+254% +$1.49M ﹤0.01% 2679
2016
Q1 		$578K Buy
+14,200
New +$540K ﹤0.01% 4202
2015
Q3 		– Sell
-30,192
Closed -$1.28M – 9058
2015
Q2 		$1.28M Buy
+30,192
New +$1.31M ﹤0.01% 3651

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

Citadel Advisors's IWR Position: Q3 2025 in Review

Citadel Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2025, closing a stake of 55,685 shares — an estimated $5.28M sold.

Citadel Advisors first reported a position in IWR in Q2 2015 and held it in 24 quarters. The position peaked at $8.13M in Q1 2024. 1,426 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

  • Citadel Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Citadel Advisors sold 55,685 iShares Russell Mid-Cap ETF shares in Q3 2025, an estimated $5.28M.
  • Citadel Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2015 and held it in 24 quarters.
  • Citadel Advisors's iShares Russell Mid-Cap ETF position peaked at $8.13M in Q1 2024.
  • 1,426 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

Based on Citadel Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.