GPS Wealth Strategies Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

GPS Wealth Strategies Group’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	-835	Closed	-$80.7K	–	1078
2025 Q3	$80.7K	Hold	835	–	–	0.01%	547
2025 Q2	$76.8K	Buy	835 +196	+31%	+$16.9K	0.01%	528
2025 Q1	$54.4K	Hold	639	–	–	0.01%	589
2024 Q4	$56.5K	Hold	639	–	–	0.01%	554
2024 Q3	$56.3K	Buy	639 +23	+4%	+$1.94K	0.01%	551
2024 Q2	$49.9K	Sell	616 -87	-12%	-$7.08K	0.01%	539
2024 Q1	$59.1K	Buy	703 +87	+14%	+$6.89K	0.01%	476
2023 Q4	$47.9K	Hold	616	–	–	0.01%	500
2023 Q3	$42.7K	Hold	616	–	–	0.01%	515
2023 Q2	$45K	Hold	616	–	–	0.01%	519
2023 Q1	$43.1K	Buy	+616	New	+$43.5K	0.01%	514
2022 Q4	–	Sell	-616	Closed	-$38K	–	617
2022 Q3	$38K	Buy	+616	New	+$42.4K	0.01%	479

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

GPS Wealth Strategies Group's IWR Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2025, closing a stake of 835 shares — an estimated $80.7K sold.

GPS Wealth Strategies Group first reported a position in IWR in Q3 2022 and held it in 12 quarters. The position peaked at $80.7K in Q3 2025. 1,520 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

GPS Wealth Strategies Group reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 835 iShares Russell Mid-Cap ETF shares in Q4 2025, an estimated $80.7K.
GPS Wealth Strategies Group first reported a position in iShares Russell Mid-Cap ETF in Q3 2022 and held it in 12 quarters.
GPS Wealth Strategies Group's iShares Russell Mid-Cap ETF position peaked at $80.7K in Q3 2025.
1,520 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.