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

FFT 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	-88,277	Closed	-$7.8M	–	145
2024 Q4	$7.8M	Hold	88,277	–	–	0.59%	23
2024 Q3	$7.78M	Hold	88,277	–	–	0.59%	23
2024 Q2	$7.16M	Hold	88,277	–	–	0.63%	19
2024 Q1	$7.42M	Hold	88,277	–	–	0.64%	18
2023 Q4	$6.86M	Hold	88,277	–	–	0.59%	26
2023 Q3	$6.11M	Hold	88,277	–	–	0.79%	21
2023 Q2	$6.45M	Hold	88,277	–	–	0.8%	21
2023 Q1	$6.17M	Sell	88,277 -347	-0.4%	-$24.5K	0.77%	23
2022 Q4	$5.98M	Hold	88,624	–	–	0.77%	22
2022 Q3	$5.51M	Buy	88,624 +621	+0.7%	+$42.7K	0.77%	19
2022 Q2	$5.69M	Hold	88,003	–	–	0.63%	21
2022 Q1	$6.87M	Sell	88,003 -79,717	-48%	-$6.14M	0.66%	24
2021 Q4	$13.9M	Buy	167,720 +255	+0.2%	+$20.9K	1.25%	22
2021 Q3	$13.1M	Buy	167,465 +263	+0.2%	+$21.1K	1.24%	22
2021 Q2	$13.2M	Buy	167,202 +79,199	+90%	+$6.14M	2.97%	10
2021 Q1	$6.51M	Hold	88,003	–	–	2.13%	12
2020 Q4	$6.03M	Hold	88,003	–	–	2.08%	12
2020 Q3	$5.05M	Hold	88,003	–	–	2.17%	10
2020 Q2	$4.72M	Hold	88,003	–	–	1.42%	13
2020 Q1	$3.8M	Hold	88,003	–	–	1.11%	17
2019 Q4	$5.25M	Hold	88,003	–	–	1.39%	15
2019 Q3	$4.92M	Buy	+88,003	New	+$4.92M	1.48%	16
2017 Q3	–	Sell	-124,144	Closed	-$5.96M	–	54
2017 Q2	$5.96M	Buy	124,144 +61,132	+97%	+$2.9M	1.9%	19
2017 Q1	$2.95M	Buy	63,012 +5,336	+9%	+$247K	0.94%	22
2016 Q4	$2.58M	Buy	+57,676	New	+$2.52M	0.59%	25

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

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

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

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

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

FFT Wealth Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2025, closing a stake of 88,277 shares — an estimated $7.8M sold.

FFT Wealth Management first reported a position in IWR in Q4 2016 and held it in 25 quarters. The position peaked at $13.9M in Q4 2021. 1,375 funds tracked by Wall St. Rank hold IWR as of Q1 2025.

FFT Wealth Management reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
FFT Wealth Management sold 88,277 iShares Russell Mid-Cap ETF shares in Q1 2025, an estimated $7.8M.
FFT Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2016 and held it in 25 quarters.
FFT Wealth Management's iShares Russell Mid-Cap ETF position peaked at $13.9M in Q4 2021.
1,375 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2025.

Based on FFT Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.