Ridgeline Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Ridgeline Wealth’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 Q2	–	Sell	-2,422	Closed	-$206K	–	57
2025 Q1	$206K	Hold	2,422	–	–	0.18%	53
2024 Q4	$214K	Buy	+2,422	New	+$220K	0.17%	55

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ridgeline Wealth's IWR Position: Q2 2025 in Review

Ridgeline Wealth sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2025, closing a stake of 2,422 shares — an estimated $206K sold.

Ridgeline Wealth first reported a position in IWR in Q4 2024 and held it in 2 quarters. The position peaked at $214K in Q4 2024. 1,440 funds tracked by Wall St. Rank hold IWR as of Q2 2025.

Ridgeline Wealth reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
Ridgeline Wealth sold 2,422 iShares Russell Mid-Cap ETF shares in Q2 2025, an estimated $206K.
Ridgeline Wealth first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and held it in 2 quarters.
Ridgeline Wealth's iShares Russell Mid-Cap ETF position peaked at $214K in Q4 2024.
1,440 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2025.

Based on Ridgeline Wealth's 13F filing for Q2 2025, filed 11 Jul 2025.