Main Street Financial Solutions’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Main Street Financial Solutions’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	$343K	Buy	3,563 +703	+25%	+$67.6K	0.03%	402
2025 Q3	$276K	Hold	2,860	–	–	0.02%	512
2025 Q2	$263K	Sell	2,860 -36	-1%	-$3.11K	0.02%	474
2025 Q1	$246K	Hold	2,896	–	–	0.02%	441
2024 Q4	$256K	Buy	+2,896	New	+$263K	0.03%	415
2024 Q2	–	Sell	-2,488	Closed	-$209K	–	559
2024 Q1	$209K	Buy	+2,488	New	+$197K	0.02%	483
2022 Q2	–	Sell	-3,104	Closed	-$242K	–	469
2022 Q1	$242K	Buy	3,104 +34	+1%	+$2.62K	0.04%	397
2021 Q4	$255K	Hold	3,070	–	–	0.04%	407
2021 Q3	$240K	Hold	3,070	–	–	0.04%	406
2021 Q2	$243K	Buy	3,070 +251	+9%	+$19.5K	0.04%	394
2021 Q1	$208K	Buy	+2,819	New	+$204K	0.04%	401

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

Main Street Financial Solutions's IWR Position: Q4 2025 in Review

Main Street Financial Solutions increased its iShares Russell Mid-Cap ETF (IWR) stake by 25% in Q4 2025, buying an estimated $67.6K and bringing the position to 3,563 shares worth $343K. The position accounts for 0.03% of the portfolio, ranked #402.

Main Street Financial Solutions first reported a position in IWR in Q1 2021 and has held it in 11 quarters since. 1,520 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

Main Street Financial Solutions held 3,563 shares of iShares Russell Mid-Cap ETF worth $343K as of Q4 2025.
Main Street Financial Solutions bought 703 iShares Russell Mid-Cap ETF shares in Q4 2025, an estimated $67.6K.
iShares Russell Mid-Cap ETF made up 0.03% of Main Street Financial Solutions's portfolio in Q4 2025, its #402 holding.
Main Street Financial Solutions first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and has held it in 11 quarters since.
1,520 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.