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Obsidian Personal Planning Solutions’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Obsidian Personal Planning Solutions’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 		$289K Hold
3,015
– – 0.1% 81
2025
Q2 		$277K Buy
+3,015
New +$260K 0.11% 79
2025
Q1 		– Sell
-5,585
Closed -$514K – 110
2024
Q4 		$514K Buy
+5,585
New +$507K 0.25% 41

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 $609B AUM 40.19% 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

Obsidian Personal Planning Solutions's IWR Position: Q3 2025 in Review

Obsidian Personal Planning Solutions held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2025 at 3,015 shares worth $289K. The position accounts for 0.1% of the portfolio, ranked #81.

Obsidian Personal Planning Solutions first reported a position in IWR in Q4 2024 and has held it in 3 quarters since. The position peaked at $514K in Q4 2024. 1,426 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

  • Obsidian Personal Planning Solutions held 3,015 shares of iShares Russell Mid-Cap ETF worth $289K as of Q3 2025.
  • Obsidian Personal Planning Solutions left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2025.
  • iShares Russell Mid-Cap ETF made up 0.1% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #81 holding.
  • Obsidian Personal Planning Solutions first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • Obsidian Personal Planning Solutions's iShares Russell Mid-Cap ETF position peaked at $514K in Q4 2024.
  • 1,426 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.