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Goodwin Investment Advisory’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Goodwin Investment Advisory’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
Q2 		– Sell
-5,323
Closed -$453K – 32
2025
Q1 		$453K Sell
5,323
-44,033
-89% -$3.93M 0.7% 16
2024
Q4 		$4.24M Sell
49,356
-183,558
-79% -$16.7M 2.22% 9
2024
Q3 		$20.5M Buy
232,914
+8,030
+4% +$677K 8.89% 4
2024
Q2 		$18.2M Buy
224,884
+6,672
+3% +$543K 8.37% 4
2024
Q1 		$18.3M Buy
218,212
+13,547
+7% +$1.07M 8.65% 4
2023
Q4 		$15.9M Sell
204,665
-18,901
-8% -$1.34M 8.27% 4
2023
Q3 		$15.5M Buy
223,566
+4,579
+2% +$334K 9.16% 4
2023
Q2 		$16M Buy
218,987
+86,453
+65% +$6.01M 9.34% 4
2023
Q1 		$9.27M Buy
132,534
+4,606
+4% +$325K 6.04% 4
2022
Q4 		$8.63M Buy
127,928
+127,675
+50,464% +$8.61M 6.12% 4
2022
Q3 		$16K Sell
253
-97
-28% -$6.67K 0.01% 135
2022
Q2 		$22.6K Buy
+350
New +$24.9K 0.02% 96

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goodwin Investment Advisory's IWR Position: Q2 2025 in Review

Goodwin Investment Advisory sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2025, closing a stake of 5,323 shares — an estimated $453K sold.

Goodwin Investment Advisory first reported a position in IWR in Q2 2022 and held it in 12 quarters. The position peaked at $20.5M in Q3 2024. 1,440 funds tracked by Wall St. Rank hold IWR as of Q2 2025.

  • Goodwin Investment Advisory reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Goodwin Investment Advisory sold 5,323 iShares Russell Mid-Cap ETF shares in Q2 2025, an estimated $453K.
  • Goodwin Investment Advisory first reported a position in iShares Russell Mid-Cap ETF in Q2 2022 and held it in 12 quarters.
  • Goodwin Investment Advisory's iShares Russell Mid-Cap ETF position peaked at $20.5M in Q3 2024.
  • 1,440 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2025.

Based on Goodwin Investment Advisory's 13F filing for Q2 2025, filed 14 Aug 2025.