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

Future Financial 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 Q4	–	Sell	-343	Closed	-$33.1K	–	268
2025 Q3	$33.1K	Hold	343	–	–	0.02%	295
2025 Q2	$31.5K	Hold	343	–	–	0.02%	287
2025 Q1	$29.2K	Hold	343	–	–	0.02%	287
2024 Q4	$30.3K	Hold	343	–	–	0.02%	288
2024 Q3	$30.2K	Buy	+343	New	+$28.9K	0.02%	297
2024 Q2	–	Sell	-343	Closed	-$28.8K	–	277
2024 Q1	$28.8K	Buy	+343	New	+$27.2K	0.02%	316
2022 Q3	–	Sell	-23,026	Closed	-$1.8M	–	130
2022 Q2	$1.8M	Hold	23,026	–	–	1.75%	11
2022 Q1	$1.8M	Sell	23,026 -10,484	-31%	-$807K	1.49%	11
2021 Q4	$2.77M	Buy	33,510 +2,697	+9%	+$221K	2.22%	6
2021 Q3	$2.44M	Hold	30,813	–	–	2.51%	7
2021 Q2	$2.44M	Buy	30,813 +1,488	+5%	+$115K	2.51%	7
2021 Q1	$2.17M	Sell	29,325 -283	-1%	-$20.5K	2.49%	11
2020 Q4	$2.03M	Buy	+29,608	New	+$1.89M	2.34%	10

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

Bank of New York Mellon New York $609B AUM 40.19% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Future Financial Wealth Management's IWR Position: Q4 2025 in Review

Future Financial Wealth Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2025, closing a stake of 343 shares — an estimated $33.1K sold.

Future Financial Wealth Management first reported a position in IWR in Q4 2020 and held it in 13 quarters. The position peaked at $2.77M in Q4 2021. 1,522 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

Future Financial Wealth Management reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 343 iShares Russell Mid-Cap ETF shares in Q4 2025, an estimated $33.1K.
Future Financial Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and held it in 13 quarters.
Future Financial Wealth Management's iShares Russell Mid-Cap ETF position peaked at $2.77M in Q4 2021.
1,522 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.