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

HRT Financial’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	-21,331	Closed	-$1.96M	–	3264
2025 Q2	$1.96M	Buy	21,331 +18,566	+671%	+$1.6M	0.01%	936
2025 Q1	$235K	Buy	2,765 +212	+8%	+$18.9K	﹤0.01%	1916
2024 Q4	$225K	Buy	+2,553	New	+$232K	﹤0.01%	1867
2024 Q3	–	Sell	-6,717	Closed	-$544K	–	2778
2024 Q2	$544K	Buy	+6,717	New	+$547K	﹤0.01%	1265
2023 Q4	–	Sell	-30,874	Closed	-$2.14M	–	2701
2023 Q3	$2.14M	Buy	+30,874	New	+$2.25M	0.02%	593
2021 Q3	–	Sell	-41,725	Closed	-$3.31M	–	3508
2021 Q2	$3.31M	Sell	41,725 -19,809	-32%	-$1.54M	0.03%	414
2021 Q1	$4.55M	Buy	61,534 +49,478	+410%	+$3.58M	0.05%	315
2020 Q4	$826K	Buy	+12,056	New	+$768K	0.02%	771
2020 Q3	–	Sell	-3,861	Closed	-$206K	–	2119
2020 Q2	$206K	Buy	+3,861	New	+$194K	0.01%	1149
2020 Q1	–	Sell	-22,887	Closed	-$1.36M	–	1049
2019 Q4	$1.36M	Buy	+22,887	New	+$1.31M	0.06%	252
2019 Q3	–	Sell	-8,699	Closed	-$486K	–	1493
2019 Q2	$486K	Buy	+8,699	New	+$477K	0.03%	419
2016 Q2	–	Sell	-5,900	Closed	-$240K	–	126
2016 Q1	$240K	Buy	+5,900	New	+$224K	0.25%	53

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

HRT Financial's IWR Position: Q3 2025 in Review

HRT Financial sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2025, closing a stake of 21,331 shares — an estimated $1.96M sold.

HRT Financial first reported a position in IWR in Q1 2016 and held it in 12 quarters. The position peaked at $4.55M in Q1 2021. 1,426 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

HRT Financial reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
HRT Financial sold 21,331 iShares Russell Mid-Cap ETF shares in Q3 2025, an estimated $1.96M.
HRT Financial first reported a position in iShares Russell Mid-Cap ETF in Q1 2016 and held it in 12 quarters.
HRT Financial's iShares Russell Mid-Cap ETF position peaked at $4.55M in Q1 2021.
1,426 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

Based on HRT Financial's 13F filing for Q3 2025, filed 14 Nov 2025.