Spectrum Wealth Counsel’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
Other funds holding IWR
Spectrum Wealth Counsel's IWR Position: Q1 2025 in Review
Spectrum Wealth Counsel increased its iShares Russell Mid-Cap ETF (IWR) stake by 1,856% in Q1 2025, buying an estimated $240K and bringing the position to 2,836 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #112.
Spectrum Wealth Counsel first reported a position in IWR in Q2 2024 and has held it in 4 quarters since. 1,371 funds tracked by Wall St. Rank hold IWR as of Q1 2025.
- Spectrum Wealth Counsel held 2,836 shares of iShares Russell Mid-Cap ETF worth $241K as of Q1 2025.
- Spectrum Wealth Counsel bought 2,691 iShares Russell Mid-Cap ETF shares in Q1 2025, an estimated $240K.
- iShares Russell Mid-Cap ETF made up 0.03% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #112 holding.
- Spectrum Wealth Counsel first reported a position in iShares Russell Mid-Cap ETF in Q2 2024 and has held it in 4 quarters since.
- 1,371 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2025.
Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.