Rise Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Rise Advisors’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 Q4	–	Sell	-472	Closed	-$45.6K	–	766
2025 Q3	$45.6K	Buy	472 +1	+0.2%	+$95	0.02%	269
2025 Q2	$43.3K	Buy	471 +2	+0.4%	+$173	0.02%	272
2025 Q1	$39.9K	Buy	469 +1	+0.2%	+$89	0.02%	267
2024 Q4	$41.4K	Buy	468 +2	+0.4%	+$182	0.02%	275
2024 Q3	$41.1K	Buy	466 +2	+0.4%	+$169	0.02%	286
2024 Q2	$37.6K	Buy	464 +1	+0.2%	+$81	0.02%	297
2024 Q1	$38.9K	Buy	463 +1	+0.2%	+$79	0.02%	287
2023 Q4	$35.9K	Buy	462 +4	+0.9%	+$284	0.03%	193
2023 Q3	$31.7K	Hold	458	–	–	0.03%	183
2023 Q2	$33.4K	Buy	458 +2	+0.4%	+$139	0.03%	187
2023 Q1	$31.9K	Buy	456 +1	+0.2%	+$71	0.02%	199
2022 Q4	$30.7K	Buy	455 +2	+0.4%	+$135	0.02%	198
2022 Q3	$28K	Buy	453 +3	+0.7%	+$206	0.02%	213
2022 Q2	$29K	Buy	450 +1	+0.2%	+$71	0.03%	197
2022 Q1	$35K	Buy	449 +1	+0.2%	+$77	0.03%	188
2021 Q4	$37.2K	Buy	+448	New	+$36.8K	0.04%	182

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Rise Advisors's IWR Position: Q4 2025 in Review

Rise Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2025, closing a stake of 472 shares — an estimated $45.6K sold.

Rise Advisors first reported a position in IWR in Q4 2021 and held it in 16 quarters. The position peaked at $45.6K in Q3 2025. 1,522 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

Rise Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 472 iShares Russell Mid-Cap ETF shares in Q4 2025, an estimated $45.6K.
Rise Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and held it in 16 quarters.
Rise Advisors's iShares Russell Mid-Cap ETF position peaked at $45.6K in Q3 2025.
1,522 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.