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Hemington Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Hemington Wealth 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
Q3 		$22K Hold
231
– – ﹤0.01% 602
2025
Q2 		$21K Sell
231
-1,008
-81% -$87.1K ﹤0.01% 610
2025
Q1 		$105K Hold
1,239
– – 0.02% 199
2024
Q4 		$109K Hold
1,239
– – 0.03% 185
2024
Q3 		$108K Buy
+1,239
New +$104K 0.03% 176

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hemington Wealth Management's IWR Position: Q3 2025 in Review

Hemington Wealth Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2025 at 231 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Hemington Wealth Management first reported a position in IWR in Q3 2024 and has held it in 5 quarters since. The position peaked at $109K in Q4 2024. 1,426 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

  • Hemington Wealth Management held 231 shares of iShares Russell Mid-Cap ETF worth $22K as of Q3 2025.
  • Hemington Wealth Management left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2025.
  • iShares Russell Mid-Cap ETF made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #602 holding.
  • Hemington Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's iShares Russell Mid-Cap ETF position peaked at $109K in Q4 2024.
  • 1,426 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.