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ORG Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

ORG Partners’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 		$406K Buy
4,216
+1,306
+45% +$126K 0.07% 227
2025
Q3 		$281K Buy
+2,910
New +$276K 0.05% 283
2025
Q1 		– Sell
-655
Closed -$57.9K – 1499
2024
Q4 		$57.9K Hold
655
– – 0.01% 522
2024
Q3 		$57.7K Buy
+655
New +$55.2K 0.01% 484
2024
Q1 		– Sell
-67
Closed -$5.21K – 808
2023
Q4 		$5.21K Buy
+67
New +$4.76K ﹤0.01% 841

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

ORG Partners's IWR Position: Q4 2025 in Review

ORG Partners increased its iShares Russell Mid-Cap ETF (IWR) stake by 45% in Q4 2025, buying an estimated $126K and bringing the position to 4,216 shares worth $406K. The position accounts for 0.07% of the portfolio, ranked #227.

ORG Partners first reported a position in IWR in Q4 2023 and has held it in 5 quarters since. 1,520 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

  • ORG Partners held 4,216 shares of iShares Russell Mid-Cap ETF worth $406K as of Q4 2025.
  • ORG Partners bought 1,306 iShares Russell Mid-Cap ETF shares in Q4 2025, an estimated $126K.
  • iShares Russell Mid-Cap ETF made up 0.07% of ORG Partners's portfolio in Q4 2025, its #227 holding.
  • ORG Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 5 quarters since.
  • 1,520 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.