Kovitz Investment Group Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Kovitz Investment Group 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	-47,667	Closed	-$4.6M	–	890
2025 Q3	$4.6M	Sell	47,667 -1,246	-3%	-$118K	0.02%	482
2025 Q2	$4.5M	Sell	48,913 -4,511	-8%	-$390K	0.02%	464
2025 Q1	$4.54M	Sell	53,424 -3,143	-6%	-$280K	0.02%	422
2024 Q4	$5M	Buy	56,567 +1,546	+3%	+$140K	0.02%	402
2024 Q3	$3.69M	Buy	55,021 +11,000	+25%	+$927K	0.03%	389
2024 Q2	$3.57M	Buy	44,021 +11,244	+34%	+$915K	0.03%	340
2024 Q1	$2.76M	Buy	+32,777	New	+$2.6M	0.04%	266

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

Kovitz Investment Group Partners's IWR Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2025, closing a stake of 47,667 shares — an estimated $4.6M sold.

Kovitz Investment Group Partners first reported a position in IWR in Q1 2024 and held it in 7 quarters. The position peaked at $5M in Q4 2024. 1,522 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

Kovitz Investment Group Partners reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 47,667 iShares Russell Mid-Cap ETF shares in Q4 2025, an estimated $4.6M.
Kovitz Investment Group Partners first reported a position in iShares Russell Mid-Cap ETF in Q1 2024 and held it in 7 quarters.
Kovitz Investment Group Partners's iShares Russell Mid-Cap ETF position peaked at $5M in Q4 2024.
1,522 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.