Ransom Advisory’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$68K Buy
+706
New +$67.9K 0.03% 185
2025
Q1
Sell
-706
Closed -$62.4K 373
2024
Q4
$62.4K Hold
706
0.03% 195
2024
Q3
$62.2K Hold
706
0.03% 197
2024
Q2
$57.2K Hold
706
0.03% 195
2024
Q1
$59.4K Buy
+706
New +$55.9K 0.03% 181

Other funds holding IWR

Ransom Advisory's IWR Position: Q4 2025 in Review

Ransom Advisory opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q4 2025: 706 shares worth $68K. The stake represents 0.03% of the portfolio and ranks #185 among its holdings. This is a return to the name: Ransom Advisory previously reported a position in IWR as recently as Q4 2024.

Ransom Advisory first reported a position in IWR in Q1 2024 and has held it in 5 quarters since. 1,521 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

  • Ransom Advisory held 706 shares of iShares Russell Mid-Cap ETF worth $68K as of Q4 2025.
  • iShares Russell Mid-Cap ETF was a new Ransom Advisory position in Q4 2025.
  • iShares Russell Mid-Cap ETF made up 0.03% of Ransom Advisory's portfolio in Q4 2025, its #185 holding.
  • Ransom Advisory first reported a position in iShares Russell Mid-Cap ETF in Q1 2024 and has held it in 5 quarters since.
  • 1,521 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.