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MJP Associates’s iShares Russell Mid-Cap ETF IWR Stock Holding History

MJP Associates’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
-6,039
Closed -$583K – 257
2025
Q3 		$583K Buy
6,039
+44
+0.7% +$4.17K 0.08% 110
2025
Q2 		$551K Buy
5,995
+136
+2% +$11.7K 0.08% 115
2025
Q1 		$498K Buy
+5,859
New +$523K 0.09% 111

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MJP Associates's IWR Position: Q4 2025 in Review

MJP Associates sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2025, closing a stake of 6,039 shares — an estimated $583K sold.

MJP Associates first reported a position in IWR in Q1 2025 and held it in 3 quarters. The position peaked at $583K in Q3 2025. 1,522 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

  • MJP Associates reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • MJP Associates sold 6,039 iShares Russell Mid-Cap ETF shares in Q4 2025, an estimated $583K.
  • MJP Associates first reported a position in iShares Russell Mid-Cap ETF in Q1 2025 and held it in 3 quarters.
  • MJP Associates's iShares Russell Mid-Cap ETF position peaked at $583K in Q3 2025.
  • 1,522 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on MJP Associates's 13F filing for Q4 2025, filed 6 Feb 2026.