Riggs Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Riggs Asset Management’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	-331	Closed	-$28.2K	–	941
2025 Q1	$28.2K	Buy	+331	New	+$29.5K	0.01%	197
2017 Q3	–	Sell	-564	Closed	-$27K	–	278
2017 Q2	$27K	Hold	564	–	–	0.01%	173
2017 Q1	$26K	Hold	564	–	–	0.01%	151
2016 Q4	$25K	Buy	+564	New	+$24.7K	0.01%	151

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

Riggs Asset Management's IWR Position: Q2 2025 in Review

Riggs Asset Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2025, closing a stake of 331 shares — an estimated $28.2K sold.

Riggs Asset Management first reported a position in IWR in Q4 2016 and held it in 4 quarters. The position peaked at $28.2K in Q1 2025. 1,440 funds tracked by Wall St. Rank hold IWR as of Q2 2025.

Riggs Asset Management reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
Riggs Asset Management sold 331 iShares Russell Mid-Cap ETF shares in Q2 2025, an estimated $28.2K.
Riggs Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2016 and held it in 4 quarters.
Riggs Asset Management's iShares Russell Mid-Cap ETF position peaked at $28.2K in Q1 2025.
1,440 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2025.

Based on Riggs Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.