Ken Griffin
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Ken Griffin’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Ken Griffin’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
2026
Q1 		$739K Buy
7,600
+5,200
+217% +$519K ﹤0.01% 8390
2025
Q4 		$231K Sell
2,400
-6,600
-73% -$635K ﹤0.01% 10719
2025
Q3 		$869K Sell
9,000
-4,200
-32% -$398K ﹤0.01% 7846
2025
Q2 		$1.21M Buy
13,200
+4,200
+47% +$363K ﹤0.01% 6674
2025
Q1 		$766K Buy
9,000
+5,700
+173% +$508K ﹤0.01% 7552
2024
Q4 		$292K Sell
3,300
-2,100
-39% -$191K ﹤0.01% 9714
2024
Q3 		$476K Buy
5,400
+3,000
+125% +$253K ﹤0.01% 8363
2024
Q2 		$195K Sell
2,400
-2,000
-45% -$163K ﹤0.01% 9982
2024
Q1 		$370K Buy
4,400
+2,600
+144% +$206K ﹤0.01% 9014
2023
Q4 		$140K Sell
1,800
-4,800
-73% -$341K ﹤0.01% 10491
2023
Q3 		$457K Sell
6,600
-3,600
-35% -$263K ﹤0.01% 8246
2023
Q2 		$745K Sell
10,200
-5,300
-34% -$369K ﹤0.01% 7070
2023
Q1 		$1.08M Buy
15,500
+900
+6% +$63.5K ﹤0.01% 6596
2022
Q4 		$985K Buy
14,600
+7,000
+92% +$472K ﹤0.01% 6846
2022
Q3 		$472K Sell
7,600
-2,000
-21% -$138K ﹤0.01% 8580
2022
Q2 		$621K Buy
9,600
+4,100
+75% +$292K ﹤0.01% 8165
2022
Q1 		$429K Buy
5,500
+2,500
+83% +$192K ﹤0.01% 9753
2021
Q4 		$249K Sell
3,000
-1,500
-33% -$123K ﹤0.01% 11370
2021
Q3 		$352K Sell
4,500
-1,400
-24% -$112K ﹤0.01% 10710
2021
Q2 		$468K Sell
5,900
-9,300
-61% -$721K ﹤0.01% 10193
2021
Q1 		$1.12M Buy
15,200
+10,600
+230% +$766K ﹤0.01% 7816
2020
Q4 		$315K Sell
4,600
-600
-12% -$38.2K ﹤0.01% 8988
2020
Q3 		$298K Sell
5,200
-3,100
-37% -$176K ﹤0.01% 8142
2020
Q2 		$445K Buy
8,300
+2,000
+32% +$100K ﹤0.01% 7292
2020
Q1 		$272K Buy
+6,300
New +$347K ﹤0.01% 7500

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 $202B AUM 37.79% 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 $609B AUM 40.19% 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

Ken Griffin's IWR Position: Q3 2025 in Review

Ken Griffin sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2025, closing a stake of 55,685 shares — an estimated $5.28M sold.

Ken Griffin first reported a position in IWR in Q2 2015 and held it in 24 quarters. The position peaked at $8.13M in Q1 2024. 1,427 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

  • Ken Griffin reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Ken Griffin sold 55,685 iShares Russell Mid-Cap ETF shares in Q3 2025, an estimated $5.28M.
  • Ken Griffin first reported a position in iShares Russell Mid-Cap ETF in Q2 2015 and held it in 24 quarters.
  • Ken Griffin's iShares Russell Mid-Cap ETF position peaked at $8.13M in Q1 2024.
  • 1,427 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

Based on Citadel Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.