Monte Financial Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Monte Financial 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 Q3	–	Sell	-2,422	Closed	-$223K	–	93
2025 Q2	$223K	Buy	+2,422	New	+$209K	0.09%	90
2024 Q2	–	Sell	-2,500	Closed	-$210K	–	84
2024 Q1	$210K	Sell	2,500 -1,149	-31%	-$91K	0.09%	83
2023 Q4	$284K	Sell	3,649 -341	-9%	-$24.2K	0.13%	78
2023 Q3	$276K	Sell	3,990 -620	-13%	-$45.2K	0.14%	77
2023 Q2	$337K	Buy	4,610 +1,490	+48%	+$104K	0.16%	72
2023 Q1	$218K	Buy	+3,120	New	+$220K	0.12%	83

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

Monte Financial Group's IWR Position: Q3 2025 in Review

Monte Financial Group sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2025, closing a stake of 2,422 shares — an estimated $223K sold.

Monte Financial Group first reported a position in IWR in Q1 2023 and held it in 6 quarters. The position peaked at $337K in Q2 2023. 1,426 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

Monte Financial Group reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
Monte Financial Group sold 2,422 iShares Russell Mid-Cap ETF shares in Q3 2025, an estimated $223K.
Monte Financial Group first reported a position in iShares Russell Mid-Cap ETF in Q1 2023 and held it in 6 quarters.
Monte Financial Group's iShares Russell Mid-Cap ETF position peaked at $337K in Q2 2023.
1,426 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

Based on Monte Financial Group's 13F filing for Q3 2025, filed 31 Oct 2025.