Painted Porch Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Painted Porch 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	-1,800	Closed	-$174K	–	251
2025 Q3	$174K	Hold	1,800	–	–	0.07%	79
2025 Q2	$166K	Hold	1,800	–	–	0.07%	76
2025 Q1	$153K	Hold	1,800	–	–	0.06%	76
2024 Q4	$159K	Buy	+1,800	New	+$163K	0.08%	82

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

Painted Porch Advisors's IWR Position: Q4 2025 in Review

Painted Porch Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2025, closing a stake of 1,800 shares — an estimated $174K sold.

Painted Porch Advisors first reported a position in IWR in Q4 2024 and held it in 4 quarters. The position peaked at $174K in Q3 2025. 1,522 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

Painted Porch Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Painted Porch Advisors sold 1,800 iShares Russell Mid-Cap ETF shares in Q4 2025, an estimated $174K.
Painted Porch Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and held it in 4 quarters.
Painted Porch Advisors's iShares Russell Mid-Cap ETF position peaked at $174K in Q3 2025.
1,522 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on Painted Porch Advisors's 13F filing for Q4 2025, filed 19 Mar 2026.