Prosperity Consulting Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Prosperity Consulting Group’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
2026 Q1	$5.71M	Sell	58,747 -1,738	-3%	-$174K	0.25%	75
2025 Q4	$5.82M	Buy	60,485 +10,513	+21%	+$1.01M	0.26%	68
2025 Q3	$4.82M	Buy	49,972 +37,818	+311%	+$3.58M	0.24%	82
2025 Q2	$1.12M	Buy	12,154 +7,450	+158%	+$644K	0.08%	207
2025 Q1	$400K	Sell	4,704 -55	-1%	-$4.91K	0.03%	330
2024 Q4	$421K	Hold	4,759	–	–	0.03%	332
2024 Q3	$419K	Sell	4,759 -137	-3%	-$11.5K	0.03%	332
2024 Q2	$397K	Sell	4,896 -259	-5%	-$21.1K	0.05%	218
2024 Q1	$433K	Buy	5,155 +417	+9%	+$33K	0.05%	226
2023 Q4	$368K	Buy	4,738 +1,657	+54%	+$118K	0.12%	138
2023 Q3	$213K	Buy	+3,081	New	+$225K	0.1%	140

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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 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 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 $528B AUM 27.57% 1-Year Est. Return