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

PBMares Wealth Management’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	$440K	Hold	4,553	–	–	0.07%	117
2025 Q2	$419K	Hold	4,553	–	–	0.08%	121
2025 Q1	$387K	Hold	4,553	–	–	0.08%	123
2024 Q4	$402K	Hold	4,553	–	–	0.08%	126
2024 Q3	$401K	Hold	4,553	–	–	0.08%	125
2024 Q2	$369K	Hold	4,553	–	–	0.09%	127
2024 Q1	$383K	Hold	4,553	–	–	0.1%	124
2023 Q4	$354K	Hold	4,553	–	–	0.11%	124
2023 Q3	$315K	Hold	4,553	–	–	0.11%	125
2023 Q2	$333K	Hold	4,553	–	–	0.12%	127
2023 Q1	$318K	Hold	4,553	–	–	0.12%	128
2022 Q4	$307K	Hold	4,553	–	–	0.12%	122
2022 Q3	$283K	Hold	4,553	–	–	0.12%	127
2022 Q2	$294K	Hold	4,553	–	–	0.13%	122
2022 Q1	$355K	Hold	4,553	–	–	0.22%	105
2021 Q4	$378K	Hold	4,553	–	–	0.16%	111
2021 Q3	$356K	Hold	4,553	–	–	0.17%	108
2021 Q2	$361K	Hold	4,553	–	–	0.2%	105
2021 Q1	$337K	Hold	4,553	–	–	0.28%	101
2020 Q4	$312K	Hold	4,553	–	–	0.36%	88
2020 Q3	$261K	Hold	4,553	–	–	0.38%	83
2020 Q2	$244K	Buy	+4,553	New	+$228K	0.37%	89
2020 Q1	–	Sell	-4,553	Closed	-$271K	–	122
2019 Q4	$271K	Buy	+4,553	New	+$261K	0.32%	97

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

PBMares Wealth Management's IWR Position: Q3 2025 in Review

PBMares Wealth Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2025 at 4,553 shares worth $440K. The position accounts for 0.07% of the portfolio, ranked #117.

PBMares Wealth Management first reported a position in IWR in Q4 2019 and has held it in 23 quarters since. 1,426 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

PBMares Wealth Management held 4,553 shares of iShares Russell Mid-Cap ETF worth $440K as of Q3 2025.
PBMares Wealth Management left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2025.
iShares Russell Mid-Cap ETF made up 0.07% of PBMares Wealth Management's portfolio in Q3 2025, its #117 holding.
PBMares Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 23 quarters since.
1,426 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.