Old Mission Capital’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Old Mission Capital’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	-2,824	Closed	-$260K	–	1197
2025 Q2	$260K	Buy	+2,824	New	+$244K	﹤0.01%	930
2024 Q4	–	Sell	-5,378	Closed	-$474K	–	1066
2024 Q3	$474K	Sell	5,378 -5,316	-50%	-$448K	0.01%	767
2024 Q2	$867K	Buy	+10,694	New	+$870K	0.01%	524
2022 Q3	–	Sell	-3,144	Closed	-$203K	–	1162
2022 Q2	$203K	Sell	3,144 -18,994	-86%	-$1.35M	0.01%	1134
2022 Q1	$1.73M	Buy	+22,138	New	+$1.7M	0.05%	312
2021 Q1	–	Sell	-9,512	Closed	-$652K	–	811
2020 Q4	$652K	Buy	+9,512	New	+$606K	0.04%	312
2019 Q3	–	Sell	-4,000	Closed	-$223K	–	284
2019 Q2	$223K	Buy	+4,000	New	+$219K	0.03%	231
2018 Q1	–	Sell	-19,268	Closed	-$1M	–	459
2017 Q4	$1M	Buy	+19,268	New	+$978K	0.06%	132

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

Old Mission Capital's IWR Position: Q3 2025 in Review

Old Mission Capital sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2025, closing a stake of 2,824 shares — an estimated $260K sold.

Old Mission Capital first reported a position in IWR in Q4 2017 and held it in 8 quarters. The position peaked at $1.73M in Q1 2022. 1,426 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

Old Mission Capital reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
Old Mission Capital sold 2,824 iShares Russell Mid-Cap ETF shares in Q3 2025, an estimated $260K.
Old Mission Capital first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and held it in 8 quarters.
Old Mission Capital's iShares Russell Mid-Cap ETF position peaked at $1.73M in Q1 2022.
1,426 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

Based on Old Mission Capital's 13F filing for Q3 2025, filed 14 Nov 2025.