Lowe Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Lowe Wealth Advisors’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 Q3	$92.5K	Hold	958	–	–	0.03%	106
2025 Q2	$88.1K	Sell	958 -500	-34%	-$43.2K	0.03%	103
2025 Q1	$124K	Sell	1,458 -176	-11%	-$15.7K	0.05%	74
2024 Q4	$144K	Buy	1,634 +1,034	+172%	+$93.9K	0.06%	65
2024 Q3	$52.9K	Hold	600	–	–	0.02%	122
2024 Q2	$48.6K	Hold	600	–	–	0.02%	123
2024 Q1	$50.5K	Sell	600 -300	-33%	-$23.8K	0.02%	112
2023 Q4	$70K	Hold	900	–	–	0.03%	92
2023 Q3	$62.3K	Hold	900	–	–	0.03%	92
2023 Q2	$65.7K	Hold	900	–	–	0.03%	98
2023 Q1	$62.9K	Hold	900	–	–	0.03%	88
2022 Q4	$60.7K	Buy	+900	New	+$60.7K	0.03%	93

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

Lowe Wealth Advisors's IWR Position: Q3 2025 in Review

Lowe Wealth Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2025 at 958 shares worth $92.5K. The position accounts for 0.03% of the portfolio, ranked #106.

Lowe Wealth Advisors first reported a position in IWR in Q4 2022 and has held it in 12 quarters since. The position peaked at $144K in Q4 2024. 1,426 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

Lowe Wealth Advisors held 958 shares of iShares Russell Mid-Cap ETF worth $92.5K as of Q3 2025.
Lowe Wealth Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2025.
iShares Russell Mid-Cap ETF made up 0.03% of Lowe Wealth Advisors's portfolio in Q3 2025, its #106 holding.
Lowe Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 12 quarters since.
Lowe Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $144K in Q4 2024.
1,426 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.