Motiv8 Investments’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Motiv8 Investments’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	$2.98M	Buy	30,982 +224	+0.7%	+$21.5K	1.63%	11
2025 Q3	$2.97M	Buy	30,758 +570	+2%	+$54K	1.58%	13
2025 Q2	$2.78M	Sell	30,188 -865	-3%	-$74.7K	1.7%	13
2025 Q1	$2.64M	Sell	31,053 -1,710	-5%	-$153K	1.75%	13
2024 Q4	$2.9M	Buy	32,763 +1,812	+6%	+$164K	2.03%	11
2024 Q3	$2.73M	Buy	30,951 +622	+2%	+$52.4K	1.84%	13
2024 Q2	$2.46M	Buy	30,329 +2,609	+9%	+$212K	1.83%	12
2024 Q1	$2.33M	Buy	27,720 +1,134	+4%	+$89.9K	1.81%	15
2023 Q4	$2.07M	Buy	+26,586	New	+$1.89M	1.85%	15

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

Motiv8 Investments's IWR Position: Q4 2025 in Review

Motiv8 Investments increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.73% in Q4 2025, buying an estimated $21.5K and bringing the position to 30,982 shares worth $2.98M. The position accounts for 1.63% of the portfolio, ranked #11.

Motiv8 Investments first reported a position in IWR in Q4 2023 and has held it in 9 quarters since. 1,522 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

Motiv8 Investments held 30,982 shares of iShares Russell Mid-Cap ETF worth $2.98M as of Q4 2025.
Motiv8 Investments bought 224 iShares Russell Mid-Cap ETF shares in Q4 2025, an estimated $21.5K.
iShares Russell Mid-Cap ETF made up 1.63% of Motiv8 Investments's portfolio in Q4 2025, its #11 holding.
Motiv8 Investments first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 9 quarters since.
1,522 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on Motiv8 Investments's 13F filing for Q4 2025, filed 13 Feb 2026.