Exchange Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Exchange Capital 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 Q2	$257K	Hold	2,794	–	–	0.04%	196
2025 Q1	$238K	Sell	2,794 -280	-9%	-$25K	0.04%	197
2024 Q4	$272K	Buy	+3,074	New	+$279K	0.04%	196
2018 Q4	–	Sell	-160	Closed	-$9K	–	197
2018 Q3	$9K	Buy	+160	New	+$8.77K	﹤0.01%	244
2014 Q4	–	Sell	-184	Closed	-$7K	–	381
2014 Q3	$7K	Sell	184 -460	-71%	-$18.5K	﹤0.01%	199
2014 Q2	$26K	Hold	644	–	–	0.01%	115
2014 Q1	$25K	Buy	644 +268	+71%	+$10.2K	0.01%	126
2013 Q4	$14K	Hold	376	–	–	0.01%	131
2013 Q3	$13K	Hold	376	–	–	0.01%	127
2013 Q2	$12K	Buy	+376	New	+$12.2K	0.01%	123

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Exchange Capital Management's IWR Position: Q2 2025 in Review

Exchange Capital Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2025 at 2,794 shares worth $257K. The position accounts for 0.04% of the portfolio, ranked #196.

Exchange Capital Management first reported a position in IWR in Q2 2013 and has held it in 10 quarters since. The position peaked at $272K in Q4 2024. 1,442 funds tracked by Wall St. Rank hold IWR as of Q2 2025.

Exchange Capital Management held 2,794 shares of iShares Russell Mid-Cap ETF worth $257K as of Q2 2025.
Exchange Capital Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2025.
iShares Russell Mid-Cap ETF made up 0.04% of Exchange Capital Management's portfolio in Q2 2025, its #196 holding.
Exchange Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 10 quarters since.
Exchange Capital Management's iShares Russell Mid-Cap ETF position peaked at $272K in Q4 2024.
1,442 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.