Moser Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Moser Wealth Advisors’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 Q2	$7.42M	Sell	80,704 -4,196	-5%	-$362K	3.56%	8
2025 Q1	$7.22M	Sell	84,900 -5,238	-6%	-$467K	3.79%	8
2024 Q4	$7.97M	Sell	90,138 -3,151	-3%	-$286K	4.15%	7
2024 Q3	$8.22M	Sell	93,289 -1,659	-2%	-$140K	4.26%	7
2024 Q2	$7.7M	Sell	94,948 -5,609	-6%	-$457K	4.19%	6
2024 Q1	$8.46M	Sell	100,557 -4,380	-4%	-$347K	4.71%	5
2023 Q4	$8.16M	Sell	104,937 -4,062	-4%	-$289K	5.21%	5
2023 Q3	$7.55M	Buy	108,999 +209	+0.2%	+$15.2K	5.3%	5
2023 Q2	$7.94M	Buy	+108,790	New	+$7.57M	5.35%	5
2022 Q4	$7.6M	Sell	112,636 -1,307	-1%	-$88.1K	5.73%	4
2022 Q3	$7.08M	Sell	113,943 -1,285	-1%	-$88.4K	5.54%	6
2022 Q2	$7.45M	Sell	115,228 -2,150	-2%	-$153K	5.54%	5
2022 Q1	$9.16M	Sell	117,378 -2,094	-2%	-$161K	5.73%	5
2021 Q4	$9.92M	Buy	119,472 +2	+0%	+$164	6%	4
2021 Q3	$9.35M	Buy	119,470 +200	+0.2%	+$16K	5.98%	4
2021 Q2	$9.45M	Buy	119,270 +3,906	+3%	+$303K	6.09%	4
2021 Q1	$8.53M	Sell	115,364 -1,050	-0.9%	-$75.9K	5.99%	4
2020 Q4	$7.98M	Sell	116,414 -1,935	-2%	-$123K	5.88%	5
2020 Q3	$6.79M	Sell	118,349 -1,197	-1%	-$68.1K	5.4%	6
2020 Q2	$6.41M	Sell	119,546 -1,517	-1%	-$76K	6.11%	5
2020 Q1	$5.23M	Sell	121,063 -6,730	-5%	-$370K	6.07%	5
2019 Q4	$7.62M	Buy	+127,793	New	+$7.34M	7.32%	3

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Moser Wealth Advisors's IWR Position: Q2 2025 in Review

Moser Wealth Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4.9% in Q2 2025, selling an estimated $362K and leaving 80,704 shares worth $7.42M. The position accounts for 3.56% of the portfolio, ranked #8.

Moser Wealth Advisors first reported a position in IWR in Q4 2019 and has held it in 22 quarters since. The position peaked at $9.92M in Q4 2021. 1,440 funds tracked by Wall St. Rank hold IWR as of Q2 2025.

Moser Wealth Advisors held 80,704 shares of iShares Russell Mid-Cap ETF worth $7.42M as of Q2 2025.
Moser Wealth Advisors sold 4,196 iShares Russell Mid-Cap ETF shares in Q2 2025, an estimated $362K.
iShares Russell Mid-Cap ETF made up 3.56% of Moser Wealth Advisors's portfolio in Q2 2025, its #8 holding.
Moser Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 22 quarters since.
Moser Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $9.92M in Q4 2021.
1,440 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.