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Ridgewood Investments’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Ridgewood Investments’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
-928
Closed -$85.3K – 447
2025
Q2 		$85.3K Hold
928
– – 0.04% 266
2025
Q1 		$78.9K Hold
928
– – 0.04% 263
2024
Q4 		$82K Hold
928
– – 0.04% 257
2024
Q3 		$81.8K Hold
928
– – 0.04% 254
2024
Q2 		$75.2K Buy
+928
New +$75.5K 0.04% 267
2023
Q3 		– Sell
-928
Closed -$67.8K – 476
2023
Q2 		$67.8K Hold
928
– – 0.04% 283
2023
Q1 		$64.9K Buy
+928
New +$65.5K 0.04% 301

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

Ridgewood Investments's IWR Position: Q3 2025 in Review

Ridgewood Investments sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2025, closing a stake of 928 shares — an estimated $85.3K sold.

Ridgewood Investments first reported a position in IWR in Q1 2023 and held it in 7 quarters. The position peaked at $85.3K in Q2 2025. 1,426 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

  • Ridgewood Investments reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 928 iShares Russell Mid-Cap ETF shares in Q3 2025, an estimated $85.3K.
  • Ridgewood Investments first reported a position in iShares Russell Mid-Cap ETF in Q1 2023 and held it in 7 quarters.
  • Ridgewood Investments's iShares Russell Mid-Cap ETF position peaked at $85.3K in Q2 2025.
  • 1,426 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.