Iron Horse Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Iron Horse Wealth Management’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	$3.04K	Buy	+33	New	+$2.85K	﹤0.01%	431

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

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

Iron Horse Wealth Management's IWR Position: Q2 2025 in Review

Iron Horse Wealth Management opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2025: 33 shares worth $3.04K. The stake represents ﹤0.01% of the portfolio and ranks #431 among its holdings.

1,440 funds tracked by Wall St. Rank hold IWR as of Q2 2025.

Iron Horse Wealth Management held 33 shares of iShares Russell Mid-Cap ETF worth $3.04K as of Q2 2025.
iShares Russell Mid-Cap ETF was a new Iron Horse Wealth Management position in Q2 2025.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #431 holding.
1,440 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.