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

Octavia Wealth 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 Q4	–	Sell	-2,741	Closed	-$265K	–	264
2025 Q3	$265K	Sell	2,741 -85	-3%	-$8.06K	0.03%	213
2025 Q2	$260K	Sell	2,826 -411	-13%	-$35.5K	0.03%	185
2025 Q1	$275K	Hold	3,237	–	–	0.03%	177
2024 Q4	$286K	Hold	3,237	–	–	0.03%	171
2024 Q3	$285K	Hold	3,237	–	–	0.04%	172
2024 Q2	$262K	Buy	3,237 +162	+5%	+$13.2K	0.04%	183
2024 Q1	$259K	Sell	3,075 -191	-6%	-$15.1K	0.04%	184
2023 Q4	$254K	Sell	3,266 -237	-7%	-$16.8K	0.04%	189
2023 Q3	$244K	Buy	3,503 +165	+5%	+$12K	0.05%	174
2023 Q2	$244K	Sell	3,338 -69	-2%	-$4.8K	0.05%	165
2023 Q1	$238K	Hold	3,407	–	–	0.05%	159
2022 Q4	$230K	Hold	3,407	–	–	0.06%	164
2022 Q3	$212K	Hold	3,407	–	–	0.06%	160
2022 Q2	$221K	Buy	3,407 +368	+12%	+$26.2K	0.06%	154
2022 Q1	$237K	Buy	+3,039	New	+$234K	0.05%	167

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Octavia Wealth Advisors's IWR Position: Q4 2025 in Review

Octavia Wealth Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2025, closing a stake of 2,741 shares — an estimated $265K sold.

Octavia Wealth Advisors first reported a position in IWR in Q1 2022 and held it in 15 quarters. The position peaked at $286K in Q4 2024. 1,522 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

Octavia Wealth Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Octavia Wealth Advisors sold 2,741 iShares Russell Mid-Cap ETF shares in Q4 2025, an estimated $265K.
Octavia Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and held it in 15 quarters.
Octavia Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $286K in Q4 2024.
1,522 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on Octavia Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.