EBA
IWR icon

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

Eagle Bay 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
Q1 		– Sell
-14
Closed -$1.24K – 549
2024
Q4 		$1.24K Hold
14
– – ﹤0.01% 932
2024
Q3 		$1.23K Sell
14
-8
-36% -$674 ﹤0.01% 1281
2024
Q2 		$1.78K Sell
22
-66
-75% -$5.37K ﹤0.01% 898
2024
Q1 		$7.4K Sell
88
-9
-9% -$713 ﹤0.01% 637
2023
Q4 		$7.54K Sell
97
-762
-89% -$54.1K ﹤0.01% 576
2023
Q3 		$59.5K Buy
859
+167
+24% +$12.2K 0.03% 382
2023
Q2 		$50.5K Sell
692
-62
-8% -$4.31K 0.03% 364
2023
Q1 		$52.7K Sell
754
-9
-1% -$635 0.03% 369
2022
Q4 		$51.5K Buy
763
+381
+100% +$25.7K 0.03% 368
2022
Q3 		$23K Buy
382
+21
+6% +$1.44K 0.01% 490
2022
Q2 		$23.3K Buy
361
+199
+123% +$14.2K 0.01% 531
2022
Q1 		$13K Sell
162
-93
-36% -$7.16K 0.01% 253
2021
Q4 		$21K Sell
255
-216
-46% -$17.7K 0.01% 555
2021
Q3 		$36K Sell
471
-170
-27% -$13.6K 0.02% 481
2021
Q2 		$53K Buy
+641
New +$49.7K 0.04% 321

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Eagle Bay Advisors's IWR Position: Q1 2025 in Review

Eagle Bay Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2025, closing a stake of 14 shares — an estimated $1.24K sold.

Eagle Bay Advisors first reported a position in IWR in Q2 2021 and held it in 15 quarters. The position peaked at $59.5K in Q3 2023. 1,371 funds tracked by Wall St. Rank hold IWR as of Q1 2025.

  • Eagle Bay Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Eagle Bay Advisors sold 14 iShares Russell Mid-Cap ETF shares in Q1 2025, an estimated $1.24K.
  • Eagle Bay Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2021 and held it in 15 quarters.
  • Eagle Bay Advisors's iShares Russell Mid-Cap ETF position peaked at $59.5K in Q3 2023.
  • 1,371 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.