Guerra Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Guerra Advisors’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 Q3	$11.4K	Buy	+118	New	+$11.2K	﹤0.01%	292

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

Guerra Advisors's IWR Position: Q3 2025 in Review

Guerra Advisors opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q3 2025: 118 shares worth $11.4K. The stake represents ﹤0.01% of the portfolio and ranks #292 among its holdings.

1,426 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

Guerra Advisors held 118 shares of iShares Russell Mid-Cap ETF worth $11.4K as of Q3 2025.
iShares Russell Mid-Cap ETF was a new Guerra Advisors position in Q3 2025.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #292 holding.
1,426 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.