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

SeaCrest Wealth 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 Q3	–	Sell	-2,848	Closed	-$262K	–	657
2025 Q2	$262K	Buy	+2,848	New	+$246K	0.03%	493
2024 Q4	–	Sell	-2,296	Closed	-$202K	–	681
2024 Q3	$202K	Sell	2,296 -699	-23%	-$58.9K	0.02%	611
2024 Q2	$243K	Buy	+2,995	New	+$244K	0.03%	528
2022 Q3	–	Sell	-2,290	Closed	-$148K	–	1067
2022 Q2	$148K	Buy	+2,290	New	+$163K	0.02%	719
2020 Q1	–	Sell	-3,607	Closed	-$215K	–	546
2019 Q4	$215K	Buy	+3,607	New	+$207K	0.04%	484
2019 Q2	–	Sell	-3,540	Closed	-$191K	–	1185
2019 Q1	$191K	Sell	3,540 -3,428	-49%	-$178K	0.03%	482
2018 Q4	$324K	Buy	6,968 +3,060	+78%	+$154K	0.07%	306
2018 Q3	$215K	Hold	3,908	–	–	0.04%	481
2018 Q2	$207K	Sell	3,908 -92	-2%	-$4.84K	0.04%	476
2018 Q1	$206K	Sell	4,000 -184	-4%	-$9.7K	0.04%	481
2017 Q4	$218K	Buy	+4,184	New	+$212K	0.04%	465

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SeaCrest Wealth Management's IWR Position: Q3 2025 in Review

SeaCrest Wealth Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2025, closing a stake of 2,848 shares — an estimated $262K sold.

SeaCrest Wealth Management first reported a position in IWR in Q4 2017 and held it in 11 quarters. The position peaked at $324K in Q4 2018. 1,426 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

SeaCrest Wealth Management reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
SeaCrest Wealth Management sold 2,848 iShares Russell Mid-Cap ETF shares in Q3 2025, an estimated $262K.
SeaCrest Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and held it in 11 quarters.
SeaCrest Wealth Management's iShares Russell Mid-Cap ETF position peaked at $324K in Q4 2018.
1,426 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

Based on SeaCrest Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.