Congress Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Congress Wealth Management’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	$3.24M	Buy	35,178 +1,935	+6%	+$167K	0.03%	473
2025 Q1	$2.83M	Buy	33,243 +23,390	+237%	+$2.09M	0.03%	428
2024 Q4	$871K	Hold	9,853	–	–	0.01%	540
2024 Q3	$868K	Buy	9,853 +5,460	+124%	+$460K	0.01%	538
2024 Q2	$356K	Buy	4,393 +589	+15%	+$47.9K	0.01%	582
2024 Q1	$320K	Sell	3,804 -702	-16%	-$55.6K	0.01%	501
2023 Q4	$350K	Buy	4,506 +702	+18%	+$49.9K	0.01%	509
2023 Q3	$263K	Hold	3,804	–	–	0.01%	541
2023 Q2	$278K	Hold	3,804	–	–	0.01%	492
2023 Q1	$266K	Hold	3,804	–	–	0.01%	500
2022 Q4	$257K	Buy	3,804 +126	+3%	+$8.5K	0.01%	506
2022 Q3	$229K	Hold	3,678	–	–	0.01%	507
2022 Q2	$238K	Hold	3,678	–	–	0.01%	513
2022 Q1	$287K	Hold	3,678	–	–	0.01%	521
2021 Q4	$306K	Buy	+3,678	New	+$302K	0.01%	533

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Congress Wealth Management's IWR Position: Q2 2025 in Review

Congress Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 5.8% in Q2 2025, buying an estimated $167K and bringing the position to 35,178 shares worth $3.24M. The position accounts for 0.03% of the portfolio, ranked #473.

Congress Wealth Management first reported a position in IWR in Q4 2021 and has held it in 15 quarters since. 1,443 funds tracked by Wall St. Rank hold IWR as of Q2 2025.

Congress Wealth Management held 35,178 shares of iShares Russell Mid-Cap ETF worth $3.24M as of Q2 2025.
Congress Wealth Management bought 1,935 iShares Russell Mid-Cap ETF shares in Q2 2025, an estimated $167K.
iShares Russell Mid-Cap ETF made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #473 holding.
Congress Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 15 quarters since.
1,443 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.