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

Davies Financial 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
Q4 		– Sell
-6,767
Closed -$653K – 49
2025
Q3 		$653K Buy
6,767
+39
+0.6% +$3.7K 0.53% 40
2025
Q2 		$619K Buy
+6,728
New +$581K 0.48% 45

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Davies Financial Advisors's IWR Position: Q4 2025 in Review

Davies Financial Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2025, closing a stake of 6,767 shares — an estimated $653K sold.

Davies Financial Advisors first reported a position in IWR in Q2 2025 and held it in 2 quarters. The position peaked at $653K in Q3 2025. 1,522 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

  • Davies Financial Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Davies Financial Advisors sold 6,767 iShares Russell Mid-Cap ETF shares in Q4 2025, an estimated $653K.
  • Davies Financial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and held it in 2 quarters.
  • Davies Financial Advisors's iShares Russell Mid-Cap ETF position peaked at $653K in Q3 2025.
  • 1,522 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on Davies Financial Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.