Global Strategic Investment Solutions’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Global Strategic Investment Solutions’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	-2,310	Closed	-$204K	–	154
2024 Q4	$204K	Hold	2,310	–	–	0.02%	153
2024 Q3	$204K	Buy	+2,310	New	+$195K	0.02%	144
2024 Q2	–	Sell	-3,728	Closed	-$313K	–	148
2024 Q1	$313K	Buy	3,728 +10	+0.3%	+$792	0.04%	125
2023 Q4	$289K	Sell	3,718 -508	-12%	-$36.1K	0.04%	126
2023 Q3	$293K	Hold	4,226	–	–	0.04%	121
2023 Q2	$309K	Hold	4,226	–	–	0.04%	115
2023 Q1	$295K	Hold	4,226	–	–	0.04%	106
2022 Q4	$285K	Hold	4,226	–	–	0.02%	107
2022 Q3	$263K	Buy	+4,226	New	+$291K	0.01%	112

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Global Strategic Investment Solutions's IWR Position: Q1 2025 in Review

Global Strategic Investment Solutions sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2025, closing a stake of 2,310 shares — an estimated $204K sold.

Global Strategic Investment Solutions first reported a position in IWR in Q3 2022 and held it in 9 quarters. The position peaked at $313K in Q1 2024. 1,371 funds tracked by Wall St. Rank hold IWR as of Q1 2025.

Global Strategic Investment Solutions reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
Global Strategic Investment Solutions sold 2,310 iShares Russell Mid-Cap ETF shares in Q1 2025, an estimated $204K.
Global Strategic Investment Solutions first reported a position in iShares Russell Mid-Cap ETF in Q3 2022 and held it in 9 quarters.
Global Strategic Investment Solutions's iShares Russell Mid-Cap ETF position peaked at $313K in Q1 2024.
1,371 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2025.

Based on Global Strategic Investment Solutions's 13F filing for Q1 2025, filed 28 Apr 2025.