Consolidated Portfolio Review Corp’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Consolidated Portfolio Review Corp’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 Q4	–	Sell	-12,848	Closed	-$1.24M	–	225
2025 Q3	$1.24M	Buy	12,848 +185	+1%	+$17.5K	0.16%	146
2025 Q2	$1.16M	Hold	12,663	–	–	0.16%	144
2025 Q1	$1.08M	Buy	12,663 +10,189	+412%	+$909K	0.17%	135
2024 Q4	$219K	Buy	+2,474	New	+$225K	0.03%	344
2024 Q1	–	Sell	-2,715	Closed	-$211K	–	302
2023 Q4	$211K	Buy	+2,715	New	+$193K	0.05%	276

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Consolidated Portfolio Review Corp's IWR Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2025, closing a stake of 12,848 shares — an estimated $1.24M sold.

Consolidated Portfolio Review Corp first reported a position in IWR in Q4 2023 and held it in 5 quarters. The position peaked at $1.24M in Q3 2025. 1,520 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 12,848 iShares Russell Mid-Cap ETF shares in Q4 2025, an estimated $1.24M.
Consolidated Portfolio Review Corp first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and held it in 5 quarters.
Consolidated Portfolio Review Corp's iShares Russell Mid-Cap ETF position peaked at $1.24M in Q3 2025.
1,520 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.