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Heritage Financial Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Heritage Financial Services’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 		$258K Hold
2,677
– – 0.02% 105
2025
Q3 		$258K Sell
2,677
-452
-14% -$42.8K 0.02% 114
2025
Q2 		$288K Buy
3,129
+114
+4% +$9.85K 0.03% 95
2025
Q1 		$256K Buy
3,015
+618
+26% +$55.1K 0.03% 101
2024
Q4 		$212K Buy
2,397
+112
+5% +$10.2K 0.03% 110
2024
Q3 		$201K Buy
+2,285
New +$193K 0.03% 110
2022
Q3 		– Sell
-400
Closed -$25K – 274
2022
Q2 		$25K Buy
+400
New +$28.5K 0.01% 223

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

Heritage Financial Services's IWR Position: Q4 2025 in Review

Heritage Financial Services held its iShares Russell Mid-Cap ETF (IWR) position steady in Q4 2025 at 2,677 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #105.

Heritage Financial Services first reported a position in IWR in Q2 2022 and has held it in 7 quarters since. The position peaked at $288K in Q2 2025. 1,521 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

  • Heritage Financial Services held 2,677 shares of iShares Russell Mid-Cap ETF worth $258K as of Q4 2025.
  • Heritage Financial Services left its iShares Russell Mid-Cap ETF share count unchanged in Q4 2025.
  • iShares Russell Mid-Cap ETF made up 0.02% of Heritage Financial Services's portfolio in Q4 2025, its #105 holding.
  • Heritage Financial Services first reported a position in iShares Russell Mid-Cap ETF in Q2 2022 and has held it in 7 quarters since.
  • Heritage Financial Services's iShares Russell Mid-Cap ETF position peaked at $288K in Q2 2025.
  • 1,521 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.