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

MorganRosel 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
Q3 		– Sell
-1,407
Closed -$129K – 231
2025
Q2 		$129K Hold
1,407
– – 0.04% 127
2025
Q1 		$120K Buy
+1,407
New +$125K 0.04% 124

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

MorganRosel Wealth Management's IWR Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2025, closing a stake of 1,407 shares — an estimated $129K sold.

MorganRosel Wealth Management first reported a position in IWR in Q1 2025 and held it in 2 quarters. The position peaked at $129K in Q2 2025. 1,426 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 1,407 iShares Russell Mid-Cap ETF shares in Q3 2025, an estimated $129K.
  • MorganRosel Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's iShares Russell Mid-Cap ETF position peaked at $129K in Q2 2025.
  • 1,426 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.