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Impact Partnership Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Impact Partnership Wealth’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
-4,441
Closed -$408K – 349
2025
Q2 		$408K Sell
4,441
-951
-18% -$82.2K 0.08% 169
2025
Q1 		$459K Buy
5,392
+412
+8% +$36.7K 0.1% 127
2024
Q4 		$440K Buy
+4,980
New +$452K 0.09% 148
2024
Q1 		– Sell
-60
Closed -$4.66K – 789
2023
Q4 		$4.66K Sell
60
-34
-36% -$2.42K ﹤0.01% 586
2023
Q3 		$6.51K Sell
94
-133
-59% -$9.7K ﹤0.01% 656
2023
Q2 		$16.6K Buy
+227
New +$15.8K 0.01% 367

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

Impact Partnership Wealth's IWR Position: Q3 2025 in Review

Impact Partnership Wealth sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2025, closing a stake of 4,441 shares — an estimated $408K sold.

Impact Partnership Wealth first reported a position in IWR in Q2 2023 and held it in 6 quarters. The position peaked at $459K in Q1 2025. 1,426 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

  • Impact Partnership Wealth reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 4,441 iShares Russell Mid-Cap ETF shares in Q3 2025, an estimated $408K.
  • Impact Partnership Wealth first reported a position in iShares Russell Mid-Cap ETF in Q2 2023 and held it in 6 quarters.
  • Impact Partnership Wealth's iShares Russell Mid-Cap ETF position peaked at $459K in Q1 2025.
  • 1,426 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

Based on Impact Partnership Wealth's 13F filing for Q3 2025, filed 3 Nov 2025.