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

FF 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	-2,839	Closed	-$263K	–	96
2024 Q4	$263K	Hold	2,839	–	–	0.18%	78
2024 Q3	$254K	Hold	2,839	–	–	0.16%	79
2024 Q2	$230K	Buy	+2,839	New	+$231K	0.16%	81

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

FF Advisors's IWR Position: Q1 2025 in Review

FF Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2025, closing a stake of 2,839 shares — an estimated $263K sold.

FF Advisors first reported a position in IWR in Q2 2024 and held it in 3 quarters. The position peaked at $263K in Q4 2024. 1,371 funds tracked by Wall St. Rank hold IWR as of Q1 2025.

FF Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
FF Advisors sold 2,839 iShares Russell Mid-Cap ETF shares in Q1 2025, an estimated $263K.
FF Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2024 and held it in 3 quarters.
FF Advisors's iShares Russell Mid-Cap ETF position peaked at $263K in Q4 2024.
1,371 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2025.

Based on FF Advisors's 13F filing for Q1 2025, filed 12 May 2025.