Knuff & Co’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Knuff & Co’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	-13,437	Closed	-$1.24M	–	127
2025 Q2	$1.24M	Sell	13,437 -3,196	-19%	-$276K	0.39%	46
2025 Q1	$1.41M	Buy	16,633 +2,172	+15%	+$194K	0.47%	38
2024 Q4	$1.28M	Buy	+14,461	New	+$1.31M	0.39%	48
2022 Q1	–	Sell	-1,208	Closed	-$100K	–	150
2021 Q4	$100K	Hold	1,208	–	–	0.03%	105
2021 Q3	$94K	Hold	1,208	–	–	0.04%	94
2021 Q2	$96K	Hold	1,208	–	–	0.04%	100
2021 Q1	$89K	Hold	1,208	–	–	0.04%	97
2020 Q4	$83K	Sell	1,208 -84	-7%	-$5.35K	0.03%	106
2020 Q3	$74K	Buy	+1,292	New	+$73.5K	0.03%	103
2020 Q2	–	Sell	-620	Closed	-$27K	–	167
2020 Q1	$27K	Hold	620	–	–	0.02%	123
2019 Q4	$37K	Hold	620	–	–	0.02%	117
2019 Q3	$35K	Buy	+620	New	+$34.7K	0.02%	108

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

Knuff & Co's IWR Position: Q3 2025 in Review

Knuff & Co sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2025, closing a stake of 13,437 shares — an estimated $1.24M sold.

Knuff & Co first reported a position in IWR in Q3 2019 and held it in 12 quarters. The position peaked at $1.41M in Q1 2025. 1,429 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

Knuff & Co reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
Knuff & Co sold 13,437 iShares Russell Mid-Cap ETF shares in Q3 2025, an estimated $1.24M.
Knuff & Co first reported a position in iShares Russell Mid-Cap ETF in Q3 2019 and held it in 12 quarters.
Knuff & Co's iShares Russell Mid-Cap ETF position peaked at $1.41M in Q1 2025.
1,429 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

Based on Knuff & Co's 13F filing for Q3 2025, filed 13 Nov 2025.