EP
IWR icon

Essential Planning’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Essential Planning’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
-5,000
Closed -$441K – 195
2024
Q4 		$441K Buy
5,000
+2,500
+100% +$227K ﹤0.01% 275
2024
Q3 		$220K Hold
2,500
– – 0.09% 76
2024
Q2 		$203K Buy
+2,500
New +$203K 0.09% 70

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

Essential Planning's IWR Position: Q1 2025 in Review

Essential Planning sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2025, closing a stake of 5,000 shares — an estimated $441K sold.

Essential Planning first reported a position in IWR in Q2 2024 and held it in 3 quarters. The position peaked at $441K in Q4 2024. 1,371 funds tracked by Wall St. Rank hold IWR as of Q1 2025.

  • Essential Planning reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 5,000 iShares Russell Mid-Cap ETF shares in Q1 2025, an estimated $441K.
  • Essential Planning first reported a position in iShares Russell Mid-Cap ETF in Q2 2024 and held it in 3 quarters.
  • Essential Planning's iShares Russell Mid-Cap ETF position peaked at $441K in Q4 2024.
  • 1,371 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.