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MGB Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

MGB Wealth 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 		$371K Hold
3,852
– – 0.11% 158
2025
Q3 		$372K Buy
+3,852
New +$365K 0.11% 159

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

MGB Wealth Management's IWR Position: Q4 2025 in Review

MGB Wealth Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q4 2025 at 3,852 shares worth $371K. The position accounts for 0.11% of the portfolio, ranked #158.

MGB Wealth Management first reported a position in IWR in Q3 2025 and has held it in 2 quarters since. The position peaked at $372K in Q3 2025. 1,520 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

  • MGB Wealth Management held 3,852 shares of iShares Russell Mid-Cap ETF worth $371K as of Q4 2025.
  • MGB Wealth Management left its iShares Russell Mid-Cap ETF share count unchanged in Q4 2025.
  • iShares Russell Mid-Cap ETF made up 0.11% of MGB Wealth Management's portfolio in Q4 2025, its #158 holding.
  • MGB Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2025 and has held it in 2 quarters since.
  • MGB Wealth Management's iShares Russell Mid-Cap ETF position peaked at $372K in Q3 2025.
  • 1,520 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.