Koesten Hirschmann & Crabtree’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Koesten Hirschmann & Crabtree’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	-1,000	Closed	-$96.5K	–	139
2025 Q3	$96.5K	Hold	1,000	–	–	0.05%	62
2025 Q2	$92K	Hold	1,000	–	–	0.05%	60
2025 Q1	$85.1K	Hold	1,000	–	–	0.05%	63
2024 Q4	$88.4K	Sell	1,000 -50	-5%	-$4.54K	0.05%	60
2024 Q3	$92.5K	Hold	1,050	–	–	0.05%	58
2024 Q2	$88.3K	Hold	1,050	–	–	0.06%	62
2024 Q1	$88.3K	Hold	1,050	–	–	0.06%	62
2023 Q4	$81.6K	Hold	1,050	–	–	0.06%	53
2023 Q3	$72.7K	Hold	1,050	–	–	0.06%	44
2023 Q2	$76.7K	Hold	1,050	–	–	0.06%	46
2023 Q1	$73.4K	Hold	1,050	–	–	0.06%	50
2022 Q4	$70.8K	Buy	+1,050	New	+$70.8K	0.06%	51

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Koesten Hirschmann & Crabtree's IWR Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2025, closing a stake of 1,000 shares — an estimated $96.5K sold.

Koesten Hirschmann & Crabtree first reported a position in IWR in Q4 2022 and held it in 12 quarters. The position peaked at $96.5K in Q3 2025. 1,520 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

Koesten Hirschmann & Crabtree reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 1,000 iShares Russell Mid-Cap ETF shares in Q4 2025, an estimated $96.5K.
Koesten Hirschmann & Crabtree first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and held it in 12 quarters.
Koesten Hirschmann & Crabtree's iShares Russell Mid-Cap ETF position peaked at $96.5K in Q3 2025.
1,520 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.