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
2026
Q1 		$2.63M Sell
27,000
-7,900
-23% -$789K ﹤0.01% 5522
2025
Q4 		$3.36M Buy
34,900
+8,200
+31% +$788K ﹤0.01% 4964
2025
Q3 		$2.58M Sell
26,700
-1,400
-5% -$133K ﹤0.01% 5574
2025
Q2 		$2.58M Sell
28,100
-17,100
-38% -$1.48M ﹤0.01% 5236
2025
Q1 		$3.85M Sell
45,200
-37,600
-45% -$3.35M ﹤0.01% 4322
2024
Q4 		$7.32M Buy
82,800
+64,100
+343% +$5.82M ﹤0.01% 3380
2024
Q3 		$1.65M Buy
18,700
+6,900
+58% +$581K ﹤0.01% 5881
2024
Q2 		$957K Sell
11,800
-17,300
-59% -$1.41M ﹤0.01% 6675
2024
Q1 		$2.45M Sell
29,100
-61,100
-68% -$4.84M ﹤0.01% 5133
2023
Q4 		$7.01M Sell
90,200
-21,200
-19% -$1.51M ﹤0.01% 3319
2023
Q3 		$7.71M Buy
111,400
+60,400
+118% +$4.41M ﹤0.01% 3017
2023
Q2 		$3.72M Buy
51,000
+27,000
+113% +$1.88M ﹤0.01% 4099
2023
Q1 		$1.68M Sell
24,000
-19,500
-45% -$1.38M ﹤0.01% 5709
2022
Q4 		$2.93M Buy
43,500
+28,400
+188% +$1.91M ﹤0.01% 4777
2022
Q3 		$938K Sell
15,100
-6,000
-28% -$413K ﹤0.01% 7131
2022
Q2 		$1.36M Sell
21,100
-900
-4% -$64.1K ﹤0.01% 6332
2022
Q1 		$1.72M Sell
22,000
-11,800
-35% -$908K ﹤0.01% 6427
2021
Q4 		$2.81M Buy
33,800
+11,600
+52% +$952K ﹤0.01% 5468
2021
Q3 		$1.74M Sell
22,200
-25,200
-53% -$2.02M ﹤0.01% 6726
2021
Q2 		$3.76M Sell
47,400
-5,600
-11% -$434K ﹤0.01% 5062
2021
Q1 		$3.92M Buy
53,000
+22,400
+73% +$1.62M ﹤0.01% 4809
2020
Q4 		$2.1M Buy
30,600
+8,900
+41% +$567K ﹤0.01% 5265
2020
Q3 		$1.25M Sell
21,700
-4,000
-16% -$228K ﹤0.01% 5635
2020
Q2 		$1.38M Buy
25,700
+14,000
+120% +$702K ﹤0.01% 5233
2020
Q1 		$505K Buy
+11,700
New +$644K ﹤0.01% 6450

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.