Global Trust Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Global Trust Asset 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 Q1	–	Sell	-225	Closed	-$19.9K	–	500
2024 Q4	$19.9K	Hold	225	–	–	0.01%	360
2024 Q3	$19.8K	Hold	225	–	–	0.01%	345
2024 Q2	$18.2K	Hold	225	–	–	0.01%	325
2024 Q1	$18.9K	Hold	225	–	–	0.01%	320
2023 Q4	$17.5K	Hold	225	–	–	0.01%	310
2023 Q3	$15.6K	Hold	225	–	–	0.01%	311
2023 Q2	$16.4K	Hold	225	–	–	0.01%	305
2023 Q1	$15.7K	Hold	225	–	–	0.01%	293
2022 Q4	$15.2K	Hold	225	–	–	0.01%	283
2022 Q3	$14K	Hold	225	–	–	0.01%	299
2022 Q2	$15K	Hold	225	–	–	0.01%	296
2022 Q1	$18K	Hold	225	–	–	0.01%	338
2021 Q4	$19K	Sell	225 -53	-19%	-$4.35K	0.01%	315
2021 Q3	$22K	Hold	278	–	–	0.01%	286
2021 Q2	$22K	Hold	278	–	–	0.01%	286
2021 Q1	$21K	Hold	278	–	–	0.01%	261
2020 Q4	$19K	Hold	278	–	–	0.01%	275
2020 Q3	$16K	Hold	278	–	–	0.01%	248
2020 Q2	$15K	Hold	278	–	–	0.01%	229
2020 Q1	$12K	Buy	+278	New	+$15.3K	0.01%	253

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 Trust Asset Management's IWR Position: Q1 2025 in Review

Global Trust Asset Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2025, closing a stake of 225 shares — an estimated $19.9K sold.

Global Trust Asset Management first reported a position in IWR in Q1 2020 and held it in 20 quarters. The position peaked at $22K in Q3 2021. 1,371 funds tracked by Wall St. Rank hold IWR as of Q1 2025.

Global Trust Asset Management reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
Global Trust Asset Management sold 225 iShares Russell Mid-Cap ETF shares in Q1 2025, an estimated $19.9K.
Global Trust Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2020 and held it in 20 quarters.
Global Trust Asset Management's iShares Russell Mid-Cap ETF position peaked at $22K in Q3 2021.
1,371 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2025.

Based on Global Trust Asset Management's 13F filing for Q1 2025, filed 18 Apr 2025.