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Novus Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Novus Advisors’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
Q3 		– Sell
-2,401
Closed -$221K – 56
2025
Q2 		$221K Sell
2,401
-1,676
-41% -$145K 0.34% 69
2025
Q1 		$347K Buy
4,077
+4
+0.1% +$357 0.35% 76
2024
Q4 		$360K Buy
+4,073
New +$370K 0.36% 74

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Novus Advisors's IWR Position: Q3 2025 in Review

Novus Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2025, closing a stake of 2,401 shares — an estimated $221K sold.

Novus Advisors first reported a position in IWR in Q4 2024 and held it in 3 quarters. The position peaked at $360K in Q4 2024. 1,426 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

  • Novus Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Novus Advisors sold 2,401 iShares Russell Mid-Cap ETF shares in Q3 2025, an estimated $221K.
  • Novus Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and held it in 3 quarters.
  • Novus Advisors's iShares Russell Mid-Cap ETF position peaked at $360K in Q4 2024.
  • 1,426 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

Based on Novus Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.