Money Concepts Capital’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Money Concepts Capital’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	-2,249	Closed	-$217K	–	527
2025 Q3	$217K	Buy	+2,249	New	+$213K	0.01%	443
2023 Q1	–	Sell	-9,531	Closed	-$643K	–	1733
2022 Q4	$643K	Buy	9,531 +9,207	+2,842%	+$621K	0.03%	374
2022 Q3	$20K	Buy	324 +74	+30%	+$5.09K	﹤0.01%	910
2022 Q2	$16K	Sell	250 -11,419	-98%	-$813K	﹤0.01%	937
2022 Q1	$911K	Buy	11,669 +11,419	+4,568%	+$879K	0.05%	313
2021 Q4	$21K	Buy	+250	New	+$20.5K	﹤0.01%	648
2021 Q1	$28K	Sell	385 -236	-38%	-$17.1K	﹤0.01%	611
2020 Q4	$43K	Buy	+621	New	+$39.6K	﹤0.01%	532

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Money Concepts Capital's IWR Position: Q4 2025 in Review

Money Concepts Capital sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2025, closing a stake of 2,249 shares — an estimated $217K sold.

Money Concepts Capital first reported a position in IWR in Q4 2020 and held it in 8 quarters. The position peaked at $911K in Q1 2022. 1,522 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

Money Concepts Capital reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Money Concepts Capital sold 2,249 iShares Russell Mid-Cap ETF shares in Q4 2025, an estimated $217K.
Money Concepts Capital first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and held it in 8 quarters.
Money Concepts Capital's iShares Russell Mid-Cap ETF position peaked at $911K in Q1 2022.
1,522 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on Money Concepts Capital's 13F filing for Q4 2025, filed 4 Feb 2026.