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

Optimum Investment 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 		$923K Sell
9,556
-469
-5% -$44.5K 0.37% 55
2025
Q2 		$922K Buy
10,025
+347
+4% +$30K 0.4% 55
2025
Q1 		$823K Sell
9,678
-299
-3% -$26.7K 0.39% 59
2024
Q4 		$882K Buy
9,977
+1,645
+20% +$149K 0.39% 58
2024
Q3 		$734K Buy
8,332
+1,728
+26% +$146K 0.32% 69
2024
Q2 		$535K Sell
6,604
-479
-7% -$39K 0.24% 91
2024
Q1 		$596K Buy
7,083
+853
+14% +$67.6K 0.27% 84
2023
Q4 		$484K Buy
6,230
+64
+1% +$4.55K 0.24% 96
2023
Q3 		$427K Buy
6,166
+19
+0.3% +$1.39K 0.22% 109
2023
Q2 		$449K Buy
6,147
+152
+3% +$10.6K 0.22% 109
2023
Q1 		$419K Buy
5,995
+861
+17% +$60.8K 0.22% 111
2022
Q4 		$346K Sell
5,134
-43
-0.8% -$2.9K 0.19% 128
2022
Q3 		$322K Sell
5,177
-176
-3% -$12.1K 0.17% 129
2022
Q2 		$346K Buy
5,353
+190
+4% +$13.5K 0.17% 125
2022
Q1 		$403K Sell
5,163
-99
-2% -$7.62K 0.17% 126
2021
Q4 		$437K Sell
5,262
-1
-0% -$82 0.17% 128
2021
Q3 		$412K Buy
5,263
+3
+0.1% +$240 0.17% 127
2021
Q2 		$417K Buy
5,260
+2
+0% +$155 0.13% 164
2021
Q1 		$389K Buy
5,258
+3
+0.1% +$217 0.11% 181
2020
Q4 		$360K Buy
5,255
+3
+0.1% +$191 0.11% 171
2020
Q3 		$301K Buy
5,252
+4
+0.1% +$228 0.1% 177
2020
Q2 		$281K Sell
5,248
-398
-7% -$19.9K 0.1% 191
2020
Q1 		$244K Buy
5,646
+9
+0.2% +$495 0.1% 189
2019
Q4 		$336K Sell
5,637
-9,793
-63% -$562K 0.1% 205
2019
Q3 		$863K Sell
15,430
-145
-0.9% -$8.11K 0.27% 96
2019
Q2 		$870K Buy
15,575
+5
+0% +$274 0.28% 89
2019
Q1 		$840K Buy
15,570
+1,305
+9% +$67.6K 0.28% 88
2018
Q4 		$663K Sell
14,265
-2,587
-15% -$130K 0.23% 114
2018
Q3 		$929K Sell
16,852
-992
-6% -$54.4K 0.26% 100
2018
Q2 		$946K Buy
17,844
+2,800
+19% +$147K 0.27% 99
2018
Q1 		$776K Buy
15,044
+1,504
+11% +$79.3K 0.23% 116
2017
Q4 		$705K Sell
13,540
-196
-1% -$9.95K 0.22% 131
2017
Q3 		$677K Buy
13,736
+3,012
+28% +$145K 0.23% 134
2017
Q2 		$515K Hold
10,724
– – 0.18% 162
2017
Q1 		$502K Buy
10,724
+1,868
+21% +$86.6K 0.18% 155
2016
Q4 		$396K Buy
+8,856
New +$387K 0.15% 184
2015
Q1 		$49K Hold
1,124
– – 0.02% 514
2014
Q4 		$47K Hold
1,124
– – 0.02% 526
2014
Q3 		$44K Hold
1,124
– – 0.01% 507
2014
Q2 		$46K Hold
1,124
– – 0.01% 498
2014
Q1 		$43K Sell
1,124
-120
-10% -$4.55K 0.02% 414
2013
Q4 		$47K Buy
1,244
+120
+11% +$4.34K 0.02% 403
2013
Q3 		$39K Buy
+1,124
New +$38.4K 0.02% 401

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

Optimum Investment Advisors's IWR Position: Q3 2025 in Review

Optimum Investment Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4.7% in Q3 2025, selling an estimated $44.5K and leaving 9,556 shares worth $923K. The position accounts for 0.37% of the portfolio, ranked #55.

Optimum Investment Advisors first reported a position in IWR in Q3 2013 and has held it in 43 quarters since. The position peaked at $946K in Q2 2018. 1,426 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

  • Optimum Investment Advisors held 9,556 shares of iShares Russell Mid-Cap ETF worth $923K as of Q3 2025.
  • Optimum Investment Advisors sold 469 iShares Russell Mid-Cap ETF shares in Q3 2025, an estimated $44.5K.
  • iShares Russell Mid-Cap ETF made up 0.37% of Optimum Investment Advisors's portfolio in Q3 2025, its #55 holding.
  • Optimum Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2013 and has held it in 43 quarters since.
  • Optimum Investment Advisors's iShares Russell Mid-Cap ETF position peaked at $946K in Q2 2018.
  • 1,426 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.