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

EPG 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 Q1	–	Sell	-151	Closed	-$13.3K	–	429
2024 Q4	$13.3K	Buy	+151	New	+$13.7K	﹤0.01%	362
2024 Q1	–	Sell	-117	Closed	-$9.08K	–	449
2023 Q4	$9.08K	Sell	117 -3	-3%	-$213	﹤0.01%	377
2023 Q3	$8.31K	Hold	120	–	–	﹤0.01%	374
2023 Q2	$8.76K	Hold	120	–	–	﹤0.01%	364
2023 Q1	$8.39K	Hold	120	–	–	﹤0.01%	372
2022 Q4	$8.09K	Hold	120	–	–	﹤0.01%	341
2022 Q3	$7K	Buy	+120	New	+$8.25K	﹤0.01%	348
2022 Q2	–	Sell	-120	Closed	-$9K	–	309
2022 Q1	$9K	Hold	120	–	–	﹤0.01%	357
2021 Q4	$10K	Hold	120	–	–	﹤0.01%	359
2021 Q3	$9K	Buy	+120	New	+$9.61K	﹤0.01%	336
2020 Q2	–	Sell	-116	Closed	-$5K	–	462
2020 Q1	$5K	Sell	116 -203	-64%	-$11.2K	﹤0.01%	592
2019 Q4	$19K	Buy	+319	New	+$18.3K	0.01%	360

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EPG Wealth Management's IWR Position: Q1 2025 in Review

EPG Wealth Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2025, closing a stake of 151 shares — an estimated $13.3K sold.

EPG Wealth Management first reported a position in IWR in Q4 2019 and held it in 12 quarters. The position peaked at $19K in Q4 2019. 1,371 funds tracked by Wall St. Rank hold IWR as of Q1 2025.

EPG Wealth Management reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
EPG Wealth Management sold 151 iShares Russell Mid-Cap ETF shares in Q1 2025, an estimated $13.3K.
EPG Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and held it in 12 quarters.
EPG Wealth Management's iShares Russell Mid-Cap ETF position peaked at $19K in Q4 2019.
1,371 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2025.

Based on EPG Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.