SWA
IWR icon

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

Serenus Wealth 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
Q2 		– Sell
-2,808
Closed -$239K – 64
2025
Q1 		$239K Hold
2,808
– – 0.04% 54
2024
Q4 		$248K Buy
+2,808
New +$255K 0.04% 49

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

Serenus Wealth Advisors's IWR Position: Q2 2025 in Review

Serenus Wealth Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2025, closing a stake of 2,808 shares — an estimated $239K sold.

Serenus Wealth Advisors first reported a position in IWR in Q4 2024 and held it in 2 quarters. The position peaked at $248K in Q4 2024. 1,440 funds tracked by Wall St. Rank hold IWR as of Q2 2025.

  • Serenus Wealth Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Serenus Wealth Advisors sold 2,808 iShares Russell Mid-Cap ETF shares in Q2 2025, an estimated $239K.
  • Serenus Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and held it in 2 quarters.
  • Serenus Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $248K in Q4 2024.
  • 1,440 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2025.

Based on Serenus Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.