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Financial Advocates Investment Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-3,903
Closed -$359K – 334
2025
Q2 		$359K Sell
3,903
-1,912
-33% -$165K 0.03% 453
2025
Q1 		$495K Sell
5,815
-230
-4% -$20.5K 0.03% 424
2024
Q4 		$534K Buy
6,045
+121
+2% +$11K 0.03% 430
2024
Q3 		$522K Buy
5,924
+298
+5% +$25.1K 0.03% 448
2024
Q2 		$456K Buy
5,626
+379
+7% +$30.8K 0.03% 455
2024
Q1 		$441K Buy
5,247
+451
+9% +$35.7K 0.03% 482
2023
Q4 		$373K Buy
4,796
+70
+1% +$4.97K 0.02% 493
2023
Q3 		$327K Sell
4,726
-796
-14% -$58.1K 0.02% 500
2023
Q2 		$403K Sell
5,522
-1,133
-17% -$78.8K 0.03% 447
2023
Q1 		$465K Buy
6,655
+549
+9% +$38.8K 0.03% 444
2022
Q4 		$412K Buy
6,106
+323
+6% +$21.8K 0.03% 486
2022
Q3 		$359K Buy
5,783
+10
+0.2% +$688 0.03% 504
2022
Q2 		$373K Sell
5,773
-369
-6% -$26.3K 0.03% 465
2022
Q1 		$480K Sell
6,142
-355
-5% -$27.3K 0.03% 449
2021
Q4 		$539K Sell
6,497
-1,171
-15% -$96.1K 0.03% 468
2021
Q3 		$608K Buy
7,668
+1,393
+22% +$112K 0.04% 437
2021
Q2 		$497K Buy
6,275
+423
+7% +$32.8K 0.03% 479
2021
Q1 		$433K Buy
5,852
+843
+17% +$60.9K 0.03% 513
2020
Q4 		$343K Buy
5,009
+450
+10% +$28.7K 0.02% 534
2020
Q3 		$262K Sell
4,559
-1,893
-29% -$108K 0.02% 506
2020
Q2 		$346K Buy
+6,452
New +$323K 0.03% 435
2020
Q1 		– Sell
-4,708
Closed -$281K – 515
2019
Q4 		$281K Sell
4,708
-115
-2% -$6.6K 0.03% 410
2019
Q3 		$270K Buy
4,823
+53
+1% +$2.96K 0.03% 400
2019
Q2 		$266K Hold
4,770
– – 0.03% 388
2019
Q1 		$257K Sell
4,770
-204
-4% -$10.6K 0.03% 390
2018
Q4 		$231K Buy
4,974
+350
+8% +$17.7K 0.03% 386
2018
Q3 		$255K Sell
4,624
-236
-5% -$12.9K 0.03% 428
2018
Q2 		$258K Hold
4,860
– – 0.03% 405
2018
Q1 		$251K Buy
4,860
+92
+2% +$4.85K 0.03% 403
2017
Q4 		$248K Buy
+4,768
New +$242K 0.03% 403

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 $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Advocates Investment Management's IWR Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2025, closing a stake of 3,903 shares — an estimated $359K sold.

Financial Advocates Investment Management first reported a position in IWR in Q4 2017 and held it in 30 quarters. The position peaked at $608K in Q3 2021. 1,427 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,903 iShares Russell Mid-Cap ETF shares in Q3 2025, an estimated $359K.
  • Financial Advocates Investment Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and held it in 30 quarters.
  • Financial Advocates Investment Management's iShares Russell Mid-Cap ETF position peaked at $608K in Q3 2021.
  • 1,427 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.