M Holdings Securities’s iShares Russell Mid-Cap ETF IWR Stock Holding History

M Holdings Securities’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 Q2	–	Sell	-11,994	Closed	-$1.02M	–	187
2025 Q1	$1.02M	Buy	11,994 +1,932	+19%	+$172K	0.17%	88
2024 Q4	$889K	Buy	+10,062	New	+$913K	0.14%	93
2024 Q1	–	Sell	-10,514	Closed	-$817K	–	158
2023 Q4	$817K	Hold	10,514	–	–	0.09%	127
2023 Q3	$728K	Buy	10,514 +5,530	+111%	+$403K	0.1%	139
2023 Q2	$364K	Sell	4,984 -11,005	-69%	-$766K	0.08%	134
2023 Q1	$1.12M	Buy	15,989 +2,531	+19%	+$179K	0.12%	141
2022 Q4	$908K	Sell	13,458 -179	-1%	-$12.1K	0.1%	166
2022 Q3	$848K	Sell	13,637 -1,714	-11%	-$118K	0.09%	167
2022 Q2	$993K	Buy	15,351 +81	+0.5%	+$5.77K	0.1%	159
2022 Q1	$1.19M	Buy	+15,270	New	+$1.18M	0.09%	161
2021 Q2	$1.21M	Sell	15,216 -284	-2%	-$22K	0.12%	136
2021 Q1	$1.15M	Buy	15,500 +284	+2%	+$20.5K	0.1%	177
2020 Q4	$1.04M	Hold	15,216	–	–	0.13%	123
2020 Q3	$873K	Sell	15,216 -15	-0.1%	-$854	0.14%	117
2020 Q2	$816K	Sell	15,231 -7,032	-32%	-$352K	0.15%	124
2020 Q1	$961K	Buy	22,263 +8,668	+64%	+$477K	0.14%	143
2019 Q4	$811K	Sell	13,595 -2,189	-14%	-$126K	0.24%	104
2019 Q3	$883K	Sell	15,784 -200	-1%	-$11.2K	0.27%	95
2019 Q2	$893K	Buy	15,984 +900	+6%	+$49.4K	0.3%	85
2019 Q1	$814K	Hold	15,084	–	–	0.19%	138
2018 Q4	$701K	Hold	15,084	–	–	0.22%	127
2018 Q3	$832K	Buy	15,084 +224	+2%	+$12.3K	0.22%	122
2018 Q2	$788K	Hold	14,860	–	–	0.22%	130
2018 Q1	$767K	Buy	14,860 +2,612	+21%	+$138K	0.23%	134
2017 Q4	$637K	Sell	12,248 -2,512	-17%	-$127K	0.19%	153
2017 Q3	$728K	Sell	14,760 -264	-2%	-$12.7K	0.23%	129
2017 Q2	$722K	Buy	15,024 +2,512	+20%	+$119K	0.25%	112
2017 Q1	$585K	Buy	12,512 +300	+2%	+$13.9K	0.23%	126
2016 Q4	$546K	Sell	12,212 -2,564	-17%	-$112K	0.19%	126
2016 Q3	$644K	Sell	14,776 -760	-5%	-$32.9K	0.29%	100
2016 Q2	$653K	Buy	15,536 +52	+0.3%	+$2.15K	0.33%	88
2016 Q1	$631K	Buy	15,484 +5,700	+58%	+$217K	0.39%	71
2015 Q4	$392K	Sell	9,784 -2,512	-20%	-$102K	0.26%	113
2015 Q3	$478K	Buy	12,296 +1,064	+9%	+$44.1K	0.34%	87
2015 Q2	$478K	Hold	11,232	–	–	0.32%	92
2015 Q1	$486K	Buy	11,232 +1,460	+15%	+$62.1K	0.32%	95
2014 Q4	$408K	Buy	9,772 +2,212	+29%	+$89.8K	0.26%	108
2014 Q3	$296K	Sell	7,560 -2,012	-21%	-$81K	0.17%	140
2014 Q2	$389K	Buy	9,572 +4,176	+77%	+$163K	0.25%	109
2014 Q1	$209K	Sell	5,396 -4,000	-43%	-$152K	0.22%	125
2013 Q4	$352K	Buy	+9,396	New	+$340K	0.25%	103

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

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

M Holdings Securities's IWR Position: Q2 2025 in Review

M Holdings Securities sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2025, closing a stake of 11,994 shares — an estimated $1.02M sold.

M Holdings Securities first reported a position in IWR in Q4 2013 and held it in 41 quarters. The position peaked at $1.21M in Q2 2021. 1,440 funds tracked by Wall St. Rank hold IWR as of Q2 2025.

M Holdings Securities reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
M Holdings Securities sold 11,994 iShares Russell Mid-Cap ETF shares in Q2 2025, an estimated $1.02M.
M Holdings Securities first reported a position in iShares Russell Mid-Cap ETF in Q4 2013 and held it in 41 quarters.
M Holdings Securities's iShares Russell Mid-Cap ETF position peaked at $1.21M in Q2 2021.
1,440 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2025.

Based on M Holdings Securities's 13F filing for Q2 2025, filed 13 Aug 2025.