Members Advisory Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Members Advisory 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	-133,486	Closed	-$12.9M	–	35
2025 Q3	$12.9M	Sell	133,486 -28,369	-18%	-$2.69M	4.56%	6
2025 Q2	$14.9M	Sell	161,855 -43,532	-21%	-$3.76M	5.6%	6
2025 Q1	$17.5M	Sell	205,387 -1,735	-0.8%	-$155K	7.3%	6
2024 Q4	$18.3M	Buy	207,122 +183,080	+762%	+$16.6M	7.51%	6
2024 Q3	$2.12M	Buy	24,042 +2,426	+11%	+$204K	1.06%	18
2024 Q2	$1.75M	Buy	21,616 +18,600	+617%	+$1.51M	0.96%	15
2024 Q1	$254K	Buy	+3,016	New	+$239K	0.14%	23

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

Members Advisory Group's IWR Position: Q4 2025 in Review

Members Advisory Group sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2025, closing a stake of 133,486 shares — an estimated $12.9M sold.

Members Advisory Group first reported a position in IWR in Q1 2024 and held it in 7 quarters. The position peaked at $18.3M in Q4 2024. 1,521 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

Members Advisory Group reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Members Advisory Group sold 133,486 iShares Russell Mid-Cap ETF shares in Q4 2025, an estimated $12.9M.
Members Advisory Group first reported a position in iShares Russell Mid-Cap ETF in Q1 2024 and held it in 7 quarters.
Members Advisory Group's iShares Russell Mid-Cap ETF position peaked at $18.3M in Q4 2024.
1,521 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on Members Advisory Group's 13F filing for Q4 2025, filed 27 Jan 2026.