Hoese & Co’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Hoese & Co’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	–	Sell	-366	Closed	-$33.7K	–	138
2025 Q2	$33.7K	Hold	366	–	–	0.03%	115
2025 Q1	$31.1K	Hold	366	–	–	0.03%	89
2024 Q4	$32.4K	Buy	+366	New	+$33.2K	0.03%	90

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

Hoese & Co's IWR Position: Q3 2025 in Review

Hoese & Co sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2025, closing a stake of 366 shares — an estimated $33.7K sold.

Hoese & Co first reported a position in IWR in Q4 2024 and held it in 3 quarters. The position peaked at $33.7K in Q2 2025. 1,426 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

Hoese & Co reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
Hoese & Co sold 366 iShares Russell Mid-Cap ETF shares in Q3 2025, an estimated $33.7K.
Hoese & Co first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and held it in 3 quarters.
Hoese & Co's iShares Russell Mid-Cap ETF position peaked at $33.7K in Q2 2025.
1,426 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

Based on Hoese & Co's 13F filing for Q3 2025, filed 16 Oct 2025.