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

Pandora Wealth’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 		$9.63K Hold
100
– – 0.01% 188
2025
Q3 		$9.65K Hold
100
– – 0.01% 186
2025
Q2 		$9.2K Buy
+100
New +$8.64K 0.01% 195

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

Pandora Wealth's IWR Position: Q4 2025 in Review

Pandora Wealth held its iShares Russell Mid-Cap ETF (IWR) position steady in Q4 2025 at 100 shares worth $9.63K. The position accounts for 0.01% of the portfolio, ranked #188.

Pandora Wealth first reported a position in IWR in Q2 2025 and has held it in 3 quarters since. The position peaked at $9.65K in Q3 2025. 1,520 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

  • Pandora Wealth held 100 shares of iShares Russell Mid-Cap ETF worth $9.63K as of Q4 2025.
  • Pandora Wealth left its iShares Russell Mid-Cap ETF share count unchanged in Q4 2025.
  • iShares Russell Mid-Cap ETF made up 0.01% of Pandora Wealth's portfolio in Q4 2025, its #188 holding.
  • Pandora Wealth first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and has held it in 3 quarters since.
  • Pandora Wealth's iShares Russell Mid-Cap ETF position peaked at $9.65K in Q3 2025.
  • 1,520 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on Pandora Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.