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

FSA 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 Q3	$142K	Sell	1,471 -210	-12%	-$19.9K	0.05%	71
2025 Q2	$155K	Sell	1,681 -30	-2%	-$2.59K	0.06%	63
2025 Q1	$146K	Hold	1,711	–	–	0.06%	67
2024 Q4	$151K	Hold	1,711	–	–	0.06%	63
2024 Q3	$151K	Buy	+1,711	New	+$144K	0.06%	70
2024 Q1	$144K	Hold	1,711	–	–	0.06%	66
2023 Q4	$133K	Buy	+1,711	New	+$122K	0.06%	69
2021 Q1	–	Sell	-1,840	Closed	-$126K	–	145
2020 Q4	$126K	Buy	+1,840	New	+$117K	0.06%	73
2020 Q3	–	Sell	-1,840	Closed	-$99K	–	203
2020 Q2	$99K	Buy	1,840 +100	+6%	+$5.01K	0.07%	81
2020 Q1	$75K	Hold	1,740	–	–	0.06%	84
2019 Q4	$104K	Buy	+1,740	New	+$99.9K	0.07%	87

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FSA Wealth Management's IWR Position: Q3 2025 in Review

FSA Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 12% in Q3 2025, selling an estimated $19.9K and leaving 1,471 shares worth $142K. The position accounts for 0.05% of the portfolio, ranked #71.

FSA Wealth Management first reported a position in IWR in Q4 2019 and has held it in 11 quarters since. The position peaked at $155K in Q2 2025. 1,426 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

FSA Wealth Management held 1,471 shares of iShares Russell Mid-Cap ETF worth $142K as of Q3 2025.
FSA Wealth Management sold 210 iShares Russell Mid-Cap ETF shares in Q3 2025, an estimated $19.9K.
iShares Russell Mid-Cap ETF made up 0.05% of FSA Wealth Management's portfolio in Q3 2025, its #71 holding.
FSA Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 11 quarters since.
FSA Wealth Management's iShares Russell Mid-Cap ETF position peaked at $155K in Q2 2025.
1,426 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.