Quantbot Technologies’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Quantbot Technologies’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	–	Sell	-699	Closed	-$64.3K	–	1934
2025 Q2	$64.3K	Buy	+699	New	+$60.4K	﹤0.01%	1466
2023 Q1	–	Sell	-2,915	Closed	-$197K	–	1793
2022 Q4	$197K	Buy	+2,915	New	+$197K	0.01%	907
2022 Q1	–	Sell	-496	Closed	-$41K	–	1840
2021 Q4	$41K	Buy	+496	New	+$40.7K	﹤0.01%	1076
2021 Q1	–	Sell	-275	Closed	-$18K	–	1583
2020 Q4	$18K	Sell	275 -577	-68%	-$36.8K	﹤0.01%	1026
2020 Q3	$48K	Buy	+852	New	+$48.5K	0.01%	871

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

Quantbot Technologies's IWR Position: Q3 2025 in Review

Quantbot Technologies sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2025, closing a stake of 699 shares — an estimated $64.3K sold.

Quantbot Technologies first reported a position in IWR in Q3 2020 and held it in 5 quarters. The position peaked at $197K in Q4 2022. 1,426 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

Quantbot Technologies reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
Quantbot Technologies sold 699 iShares Russell Mid-Cap ETF shares in Q3 2025, an estimated $64.3K.
Quantbot Technologies first reported a position in iShares Russell Mid-Cap ETF in Q3 2020 and held it in 5 quarters.
Quantbot Technologies's iShares Russell Mid-Cap ETF position peaked at $197K in Q4 2022.
1,426 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

Based on Quantbot Technologies's 13F filing for Q3 2025, filed 12 Nov 2025.