Lindbrook Capital’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Lindbrook Capital’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 Q1	$582K	Buy	6,837 +333	+5%	+$29.7K	0.05%	202
2024 Q4	$575K	Hold	6,504	–	–	0.05%	202
2024 Q3	$573K	Sell	6,504 -24	-0.4%	-$2.02K	0.05%	206
2024 Q2	$529K	Sell	6,528 -15,310	-70%	-$1.25M	0.05%	198
2024 Q1	$1.84M	Buy	21,838 +170	+0.8%	+$13.5K	0.17%	82
2023 Q4	$1.68M	Sell	21,668 -223	-1%	-$15.8K	0.17%	80
2023 Q3	$1.52M	Sell	21,891 -4,779	-18%	-$349K	0.17%	82
2023 Q2	$1.95M	Sell	26,670 -750	-3%	-$52.2K	0.21%	73
2023 Q1	$1.92M	Buy	27,420 +5,000	+22%	+$353K	0.22%	67
2022 Q4	$1.51M	Buy	22,420 +14,071	+169%	+$949K	0.19%	88
2022 Q3	$519K	Hold	8,349	–	–	0.09%	133
2022 Q2	$540K	Buy	8,349 +2,150	+35%	+$153K	0.09%	139
2022 Q1	$484K	Hold	6,199	–	–	0.07%	167
2021 Q4	$515K	Buy	+6,199	New	+$509K	0.08%	163

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 $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lindbrook Capital's IWR Position: Q1 2025 in Review

Lindbrook Capital increased its iShares Russell Mid-Cap ETF (IWR) stake by 5.1% in Q1 2025, buying an estimated $29.7K and bringing the position to 6,837 shares worth $582K. The position accounts for 0.05% of the portfolio, ranked #202.

Lindbrook Capital first reported a position in IWR in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.95M in Q2 2023. 1,372 funds tracked by Wall St. Rank hold IWR as of Q1 2025.

Lindbrook Capital held 6,837 shares of iShares Russell Mid-Cap ETF worth $582K as of Q1 2025.
Lindbrook Capital bought 333 iShares Russell Mid-Cap ETF shares in Q1 2025, an estimated $29.7K.
iShares Russell Mid-Cap ETF made up 0.05% of Lindbrook Capital's portfolio in Q1 2025, its #202 holding.
Lindbrook Capital first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 14 quarters since.
Lindbrook Capital's iShares Russell Mid-Cap ETF position peaked at $1.95M in Q2 2023.
1,372 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.