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Napatree Capital’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Napatree Capital’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
Q1 		$1.52M Buy
17,809
+2,444
+16% +$218K 0.85% 31
2024
Q4 		$1.36M Buy
15,365
+3,510
+30% +$319K 0.8% 33
2024
Q3 		$1.04M Buy
+11,855
New +$999K 0.73% 34

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Napatree Capital's IWR Position: Q1 2025 in Review

Napatree Capital increased its iShares Russell Mid-Cap ETF (IWR) stake by 16% in Q1 2025, buying an estimated $218K and bringing the position to 17,809 shares worth $1.52M. The position accounts for 0.85% of the portfolio, ranked #31.

Napatree Capital first reported a position in IWR in Q3 2024 and has held it in 3 quarters since. 1,371 funds tracked by Wall St. Rank hold IWR as of Q1 2025.

  • Napatree Capital held 17,809 shares of iShares Russell Mid-Cap ETF worth $1.52M as of Q1 2025.
  • Napatree Capital bought 2,444 iShares Russell Mid-Cap ETF shares in Q1 2025, an estimated $218K.
  • iShares Russell Mid-Cap ETF made up 0.85% of Napatree Capital's portfolio in Q1 2025, its #31 holding.
  • Napatree Capital first reported a position in iShares Russell Mid-Cap ETF in Q3 2024 and has held it in 3 quarters since.
  • 1,371 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.