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KMG Fiduciary Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

KMG Fiduciary 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
Q3 		– Sell
-4,109
Closed -$378K – 299
2025
Q2 		$378K Buy
4,109
+10
+0.2% +$864 0.03% 245
2025
Q1 		$349K Buy
4,099
+101
+3% +$9.01K 0.03% 243
2024
Q4 		$353K Buy
3,998
+3
+0.1% +$272 0.03% 233
2024
Q3 		$352K Buy
3,995
+17
+0.4% +$1.43K 0.03% 227
2024
Q2 		$323K Buy
3,978
+2
+0.1% +$163 0.03% 205
2024
Q1 		$334K Buy
3,976
+93
+2% +$7.37K 0.03% 196
2023
Q4 		$302K Buy
3,883
+5
+0.1% +$355 0.04% 198
2023
Q3 		$269K Buy
3,878
+25
+0.6% +$1.82K 0.04% 203
2023
Q2 		$281K Sell
3,853
-278
-7% -$19.3K 0.04% 205
2023
Q1 		$289K Buy
4,131
+19
+0.5% +$1.34K 0.04% 201
2022
Q4 		$277K Hold
4,112
– – 0.05% 206
2022
Q3 		$256K Sell
4,112
-326
-7% -$22.4K 0.05% 175
2022
Q2 		$287K Sell
4,438
-383
-8% -$27.3K 0.05% 174
2022
Q1 		$376K Buy
4,821
+5
+0.1% +$385 0.06% 161
2021
Q4 		$400K Buy
+4,816
New +$395K 0.06% 152

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

KMG Fiduciary Partners's IWR Position: Q3 2025 in Review

KMG Fiduciary Partners sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2025, closing a stake of 4,109 shares — an estimated $378K sold.

KMG Fiduciary Partners first reported a position in IWR in Q4 2021 and held it in 15 quarters. The position peaked at $400K in Q4 2021. 1,426 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

  • KMG Fiduciary Partners reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • KMG Fiduciary Partners sold 4,109 iShares Russell Mid-Cap ETF shares in Q3 2025, an estimated $378K.
  • KMG Fiduciary Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and held it in 15 quarters.
  • KMG Fiduciary Partners's iShares Russell Mid-Cap ETF position peaked at $400K in Q4 2021.
  • 1,426 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

Based on KMG Fiduciary Partners's 13F filing for Q3 2025, filed 10 Oct 2025.