Nalls Sherbakoff Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Nalls Sherbakoff 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 Q4	$9.24K	Hold	96	–	–	0.01%	331
2025 Q3	$9.27K	Hold	96	–	–	0.01%	333
2025 Q2	$8.83K	Hold	96	–	–	0.01%	332
2025 Q1	$8.17K	Buy	+96	New	+$8.56K	0.01%	303
2023 Q4	$38.6K	Hold	496	–	–	0.03%	186
2023 Q3	$34.3K	Hold	496	–	–	0.03%	187
2023 Q2	$33.5K	Hold	496	–	–	0.03%	189
2023 Q1	$34.1K	Buy	+496	New	+$35K	0.03%	194
2018 Q4	$23K	Buy	+496	New	+$25K	0.04%	201

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

Nalls Sherbakoff Group's IWR Position: Q4 2025 in Review

Nalls Sherbakoff Group held its iShares Russell Mid-Cap ETF (IWR) position steady in Q4 2025 at 96 shares worth $9.24K. The position accounts for 0.01% of the portfolio, ranked #331.

Nalls Sherbakoff Group first reported a position in IWR in Q4 2018 and has held it in 9 quarters since. The position peaked at $38.6K in Q4 2023. 1,521 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

Nalls Sherbakoff Group held 96 shares of iShares Russell Mid-Cap ETF worth $9.24K as of Q4 2025.
Nalls Sherbakoff Group left its iShares Russell Mid-Cap ETF share count unchanged in Q4 2025.
iShares Russell Mid-Cap ETF made up 0.01% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #331 holding.
Nalls Sherbakoff Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's iShares Russell Mid-Cap ETF position peaked at $38.6K in Q4 2023.
1,521 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.