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Fortitude Advisory Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Fortitude Advisory Group’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
-4,273
Closed -$378K – 214
2024
Q4 		$378K Hold
4,273
– – 0.23% 93
2024
Q3 		$377K Hold
4,273
– – 0.24% 100
2024
Q2 		$346K Sell
4,273
-37
-0.9% -$3.01K 0.21% 105
2024
Q1 		$362K Hold
4,310
– – 0.2% 110
2023
Q4 		$335K Buy
+4,310
New +$306K 0.2% 111
2022
Q2 		– Sell
-1,569
Closed -$122K – 736
2022
Q1 		$122K Hold
1,569
– – 0.06% 306
2021
Q4 		$130K Buy
+1,569
New +$129K 0.07% 289

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

Fortitude Advisory Group's IWR Position: Q1 2025 in Review

Fortitude Advisory Group sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2025, closing a stake of 4,273 shares — an estimated $378K sold.

Fortitude Advisory Group first reported a position in IWR in Q4 2021 and held it in 7 quarters. The position peaked at $378K in Q4 2024. 1,371 funds tracked by Wall St. Rank hold IWR as of Q1 2025.

  • Fortitude Advisory Group reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Fortitude Advisory Group sold 4,273 iShares Russell Mid-Cap ETF shares in Q1 2025, an estimated $378K.
  • Fortitude Advisory Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and held it in 7 quarters.
  • Fortitude Advisory Group's iShares Russell Mid-Cap ETF position peaked at $378K in Q4 2024.
  • 1,371 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2025.

Based on Fortitude Advisory Group's 13F filing for Q1 2025, filed 17 Apr 2025.