K.J. Harrison & Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

K.J. Harrison & Partners’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 Q4	–	Sell	-2,769	Closed	-$268K	–	236
2025 Q3	$268K	Buy	+2,769	New	+$262K	0.04%	193
2024 Q4	–	Sell	-2,988	Closed	-$267K	–	215
2024 Q3	$267K	Buy	+2,988	New	+$252K	0.04%	199
2021 Q2	–	Sell	-2,890	Closed	-$214K	–	372
2021 Q1	$214K	Buy	+2,890	New	+$209K	0.03%	253
2020 Q1	–	Sell	-4,730	Closed	-$282K	–	163
2019 Q4	$282K	Buy	+4,730	New	+$272K	0.07%	162

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

K.J. Harrison & Partners's IWR Position: Q4 2025 in Review

K.J. Harrison & Partners sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2025, closing a stake of 2,769 shares — an estimated $268K sold.

K.J. Harrison & Partners first reported a position in IWR in Q4 2019 and held it in 4 quarters. The position peaked at $282K in Q4 2019. 1,522 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

K.J. Harrison & Partners reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
K.J. Harrison & Partners sold 2,769 iShares Russell Mid-Cap ETF shares in Q4 2025, an estimated $268K.
K.J. Harrison & Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and held it in 4 quarters.
K.J. Harrison & Partners's iShares Russell Mid-Cap ETF position peaked at $282K in Q4 2019.
1,522 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on K.J. Harrison & Partners's 13F filing for Q4 2025, filed 3 Feb 2026.