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

Northwest Capital Management’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	–	Sell	-31	Closed	-$2.65K	–	398
2025 Q1	$2.65K	Sell	31 -3	-9%	-$268	﹤0.01%	385
2024 Q4	$3.01K	Hold	34	–	–	﹤0.01%	372
2024 Q3	$3K	Hold	34	–	–	﹤0.01%	393
2024 Q2	$2.76K	Sell	34 -339	-91%	-$27.6K	﹤0.01%	390
2024 Q1	$31.4K	Hold	373	–	–	0.01%	264
2023 Q4	$29K	Buy	373 +37	+11%	+$2.63K	0.01%	264
2023 Q3	$23.3K	Hold	336	–	–	0.01%	271
2023 Q2	$24.6K	Buy	+336	New	+$23.4K	0.01%	274

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

Northwest Capital Management's IWR Position: Q2 2025 in Review

Northwest Capital Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2025, closing a stake of 31 shares — an estimated $2.65K sold.

Northwest Capital Management first reported a position in IWR in Q2 2023 and held it in 8 quarters. The position peaked at $31.4K in Q1 2024. 1,440 funds tracked by Wall St. Rank hold IWR as of Q2 2025.

Northwest Capital Management reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
Northwest Capital Management sold 31 iShares Russell Mid-Cap ETF shares in Q2 2025, an estimated $2.65K.
Northwest Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2023 and held it in 8 quarters.
Northwest Capital Management's iShares Russell Mid-Cap ETF position peaked at $31.4K in Q1 2024.
1,440 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2025.

Based on Northwest Capital Management's 13F filing for Q2 2025, filed 25 Jul 2025.