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

Logan Capital 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 		– Sell
-10
Closed -$966 – 385
2025
Q3 		$966 Hold
10
– – ﹤0.01% 430
2025
Q2 		$920 Hold
10
– – ﹤0.01% 428
2025
Q1 		$851 Hold
10
– – ﹤0.01% 522
2024
Q4 		$884 Buy
+10
New +$908 ﹤0.01% 491

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Logan Capital Management's IWR Position: Q4 2025 in Review

Logan Capital Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2025, closing a stake of 10 shares — an estimated $966 sold.

Logan Capital Management first reported a position in IWR in Q4 2024 and held it in 4 quarters. The position peaked at $966 in Q3 2025. 1,520 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

  • Logan Capital Management reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Logan Capital Management sold 10 iShares Russell Mid-Cap ETF shares in Q4 2025, an estimated $966.
  • Logan Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and held it in 4 quarters.
  • Logan Capital Management's iShares Russell Mid-Cap ETF position peaked at $966 in Q3 2025.
  • 1,520 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on Logan Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.