LFG
IWR icon

Lockerman Financial Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Lockerman Financial Group’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
-4,710
Closed -$455K – 105
2025
Q3 		$455K Hold
4,710
– – 0.57% 47
2025
Q2 		$433K Buy
+4,710
New +$407K 0.58% 49

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lockerman Financial Group's IWR Position: Q4 2025 in Review

Lockerman Financial Group sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2025, closing a stake of 4,710 shares — an estimated $455K sold.

Lockerman Financial Group first reported a position in IWR in Q2 2025 and held it in 2 quarters. The position peaked at $455K in Q3 2025. 1,522 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

  • Lockerman Financial Group reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Lockerman Financial Group sold 4,710 iShares Russell Mid-Cap ETF shares in Q4 2025, an estimated $455K.
  • Lockerman Financial Group first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and held it in 2 quarters.
  • Lockerman Financial Group's iShares Russell Mid-Cap ETF position peaked at $455K in Q3 2025.
  • 1,522 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on Lockerman Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.