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Pure Portfolios Holdings’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Pure Portfolios Holdings’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 		$206K Sell
2,145
-115
-5% -$11.1K 0.06% 99
2025
Q3 		$218K Sell
2,260
-22
-1% -$2.08K 0.07% 102
2025
Q2 		$210K Sell
2,282
-195
-8% -$16.8K 0.07% 97
2025
Q1 		$211K Sell
2,477
-95
-4% -$8.47K 0.08% 95
2024
Q4 		$227K Sell
2,572
-52
-2% -$4.72K 0.08% 95
2024
Q3 		$231K Buy
+2,624
New +$221K 0.09% 96

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

Pure Portfolios Holdings's IWR Position: Q4 2025 in Review

Pure Portfolios Holdings reduced its iShares Russell Mid-Cap ETF (IWR) stake by 5.1% in Q4 2025, selling an estimated $11.1K and leaving 2,145 shares worth $206K. The position accounts for 0.06% of the portfolio, ranked #99.

Pure Portfolios Holdings first reported a position in IWR in Q3 2024 and has held it in 6 quarters since. The position peaked at $231K in Q3 2024. 1,520 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

  • Pure Portfolios Holdings held 2,145 shares of iShares Russell Mid-Cap ETF worth $206K as of Q4 2025.
  • Pure Portfolios Holdings sold 115 iShares Russell Mid-Cap ETF shares in Q4 2025, an estimated $11.1K.
  • iShares Russell Mid-Cap ETF made up 0.06% of Pure Portfolios Holdings's portfolio in Q4 2025, its #99 holding.
  • Pure Portfolios Holdings first reported a position in iShares Russell Mid-Cap ETF in Q3 2024 and has held it in 6 quarters since.
  • Pure Portfolios Holdings's iShares Russell Mid-Cap ETF position peaked at $231K in Q3 2024.
  • 1,520 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on Pure Portfolios Holdings's 13F filing for Q4 2025, filed 30 Jan 2026.