New Millennium Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

New Millennium 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	–	Sell	-11	Closed	-$1.06K	–	463
2025 Q3	$1.06K	Sell	11 -490	-98%	-$46.4K	﹤0.01%	349
2025 Q2	$46.1K	Hold	501	–	–	0.03%	102
2025 Q1	$42.6K	Hold	501	–	–	0.03%	99
2024 Q4	$44.3K	Sell	501 -11	-2%	-$998	0.03%	99
2024 Q3	$45.1K	Hold	512	–	–	0.03%	97
2024 Q2	$41.5K	Buy	+512	New	+$41.7K	0.03%	104
2024 Q1	–	Sell	-568	Closed	-$44.2K	–	231
2023 Q4	$44.2K	Sell	568 -10	-2%	-$710	0.04%	104
2023 Q3	$40K	Hold	578	–	–	0.04%	94
2023 Q2	$42.2K	Hold	578	–	–	0.04%	97
2023 Q1	$40.4K	Hold	578	–	–	0.04%	115
2022 Q4	$39K	Buy	578 +1	+0.2%	+$67	0.04%	107
2022 Q3	$36K	Hold	577	–	–	0.04%	106
2022 Q2	$37K	Buy	+577	New	+$41.1K	0.04%	109

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

New Millennium Group's IWR Position: Q4 2025 in Review

New Millennium Group sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2025, closing a stake of 11 shares — an estimated $1.06K sold.

New Millennium Group first reported a position in IWR in Q2 2022 and held it in 13 quarters. The position peaked at $46.1K in Q2 2025. 1,520 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

New Millennium Group reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
New Millennium Group sold 11 iShares Russell Mid-Cap ETF shares in Q4 2025, an estimated $1.06K.
New Millennium Group first reported a position in iShares Russell Mid-Cap ETF in Q2 2022 and held it in 13 quarters.
New Millennium Group's iShares Russell Mid-Cap ETF position peaked at $46.1K in Q2 2025.
1,520 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.