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

Proficio Capital 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	–	Sell	-426,784	Closed	-$41.2M	–	257
2025 Q3	$41.2M	Buy	426,784 +418,484	+5,042%	+$39.7M	2.83%	8
2025 Q2	$763K	Sell	8,300 -20,415	-71%	-$1.76M	0.05%	184
2025 Q1	$2.44M	Buy	+28,715	New	+$2.56M	0.19%	76
2024 Q4	–	Sell	-373,107	Closed	-$32.9M	–	372
2024 Q3	$32.9M	Buy	+373,107	New	+$31.4M	3.27%	6
2023 Q2	–	Sell	-227,828	Closed	-$15.9M	–	305
2023 Q1	$15.9M	Buy	+227,828	New	+$16.1M	2.53%	10
2022 Q4	–	Sell	-216,910	Closed	-$13.5M	–	287
2022 Q3	$13.5M	Buy	+216,910	New	+$14.9M	2.48%	7
2022 Q1	–	Sell	-272,200	Closed	-$22.6M	–	314
2021 Q4	$22.6M	Buy	+272,200	New	+$22.3M	3.14%	6
2021 Q2	–	Sell	-262,130	Closed	-$19.4M	–	302
2021 Q1	$19.4M	Buy	262,130 +40,744	+18%	+$2.95M	2.51%	10
2020 Q4	$15.2M	Buy	221,386 +214,676	+3,199%	+$13.7M	2.38%	9
2020 Q3	$239K	Buy	+6,710	New	+$382K	0.04%	149
2020 Q1	–	Sell	-167,933	Closed	-$10M	–	174
2019 Q4	$10M	Buy	+167,933	New	+$9.64M	2.89%	8

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

Proficio Capital Partners's IWR Position: Q4 2025 in Review

Proficio Capital Partners sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2025, closing a stake of 426,784 shares — an estimated $41.2M sold.

Proficio Capital Partners first reported a position in IWR in Q4 2019 and held it in 11 quarters. The position peaked at $41.2M in Q3 2025. 1,520 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

Proficio Capital Partners reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Proficio Capital Partners sold 426,784 iShares Russell Mid-Cap ETF shares in Q4 2025, an estimated $41.2M.
Proficio Capital Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and held it in 11 quarters.
Proficio Capital Partners's iShares Russell Mid-Cap ETF position peaked at $41.2M in Q3 2025.
1,520 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on Proficio Capital Partners's 13F filing for Q4 2025, filed 12 Feb 2026.