Litman Gregory Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Litman Gregory Wealth Management’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	$2.47M	Hold	25,653	–	–	0.18%	57
2025 Q3	$2.48M	Hold	25,653	–	–	0.18%	56
2025 Q2	$2.36M	Buy	25,653 +177	+0.7%	+$15.3K	0.19%	55
2025 Q1	$2.17M	Hold	25,476	–	–	0.19%	55
2024 Q4	$2.25M	Buy	25,476 +565	+2%	+$51.3K	0.2%	50
2024 Q3	$2.2M	Hold	24,911	–	–	0.18%	51
2024 Q2	$2.02M	Hold	24,911	–	–	0.18%	52
2024 Q1	$2.09M	Sell	24,911 -14	-0.1%	-$1.11K	0.19%	55
2023 Q4	$1.94M	Hold	24,925	–	–	0.18%	55
2023 Q3	$1.73M	Buy	+24,925	New	+$1.82M	0.18%	58
2022 Q1	–	Sell	-2,596	Closed	-$215K	–	71
2021 Q4	$215K	Hold	2,596	–	–	0.04%	76
2021 Q3	$203K	Buy	2,596 +2,390	+1,160%	+$191K	0.04%	73
2021 Q2	$206	Sell	206 -2,390	-92%	-$185K	0.04%	74
2021 Q1	$192K	Hold	2,596	–	–	0.04%	60
2020 Q4	$178K	Hold	2,596	–	–	0.03%	62
2020 Q3	$149K	Sell	2,596 -13,000	-83%	-$740K	0.03%	61
2020 Q2	$836K	Hold	15,596	–	–	0.18%	40
2020 Q1	$673K	Sell	15,596 -317	-2%	-$17.4K	0.17%	37
2019 Q4	$949K	Sell	15,913 -1,215	-7%	-$69.8K	0.21%	33
2019 Q3	$958K	Hold	17,128	–	–	0.23%	31
2019 Q2	$957K	Hold	17,128	–	–	0.25%	32
2019 Q1	$924K	Buy	17,128 +248	+1%	+$12.8K	0.25%	32
2018 Q4	$785K	Buy	16,880 +3,880	+30%	+$196K	0.24%	33
2018 Q3	$717K	Hold	13,000	–	–	0.24%	31
2018 Q2	$689K	Buy	+13,000	New	+$684K	0.27%	26

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

Litman Gregory Wealth Management's IWR Position: Q4 2025 in Review

Litman Gregory Wealth Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q4 2025 at 25,653 shares worth $2.47M. The position accounts for 0.18% of the portfolio, ranked #57.

Litman Gregory Wealth Management first reported a position in IWR in Q2 2018 and has held it in 25 quarters since. The position peaked at $2.48M in Q3 2025. 1,520 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

Litman Gregory Wealth Management held 25,653 shares of iShares Russell Mid-Cap ETF worth $2.47M as of Q4 2025.
Litman Gregory Wealth Management left its iShares Russell Mid-Cap ETF share count unchanged in Q4 2025.
iShares Russell Mid-Cap ETF made up 0.18% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #57 holding.
Litman Gregory Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2018 and has held it in 25 quarters since.
Litman Gregory Wealth Management's iShares Russell Mid-Cap ETF position peaked at $2.48M in Q3 2025.
1,520 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.