IWA
IWR icon

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

Icon Wealth 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
Q2 		– Sell
-5,322
Closed -$453K – 528
2025
Q1 		$453K Buy
+5,322
New +$475K 0.04% 227
2022
Q4 		– Sell
-2,633
Closed -$164K – 376
2022
Q3 		$164K Buy
+2,633
New +$181K 0.02% 321

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Icon Wealth Advisors's IWR Position: Q2 2025 in Review

Icon Wealth Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2025, closing a stake of 5,322 shares — an estimated $453K sold.

Icon Wealth Advisors first reported a position in IWR in Q3 2022 and held it in 2 quarters. The position peaked at $453K in Q1 2025. 1,440 funds tracked by Wall St. Rank hold IWR as of Q2 2025.

  • Icon Wealth Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 5,322 iShares Russell Mid-Cap ETF shares in Q2 2025, an estimated $453K.
  • Icon Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2022 and held it in 2 quarters.
  • Icon Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $453K in Q1 2025.
  • 1,440 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2025.

Based on Icon Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.