Stephens Consulting’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Stephens Consulting’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	$92.6K	Buy	+962	New	+$92.5K	0.03%	105
2024 Q1	–	Sell	-452	Closed	-$35.1K	–	482
2023 Q4	$35.1K	Hold	452	–	–	0.01%	210
2023 Q3	$31.3K	Hold	452	–	–	0.01%	215
2023 Q2	$33K	Hold	452	–	–	0.01%	201
2023 Q1	$31.6K	Sell	452 -536	-54%	-$37.8K	0.02%	215
2022 Q4	$66.6K	Sell	988 -604	-38%	-$40.7K	0.04%	144
2022 Q3	$98.9K	Buy	1,592 +936	+143%	+$64.4K	0.09%	102
2022 Q2	$42.4K	Sell	656 -734	-53%	-$52.3K	0.03%	187
2022 Q1	$108K	Hold	1,390	–	–	0.09%	120
2021 Q4	$115K	Buy	+1,390	New	+$114K	0.1%	141

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

Stephens Consulting's IWR Position: Q4 2025 in Review

Stephens Consulting opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q4 2025: 962 shares worth $92.6K. The stake represents 0.03% of the portfolio and ranks #105 among its holdings. This is a return to the name: Stephens Consulting previously reported a position in IWR as recently as Q4 2023.

Stephens Consulting first reported a position in IWR in Q4 2021 and has held it in 10 quarters since. The position peaked at $115K in Q4 2021. 1,520 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

Stephens Consulting held 962 shares of iShares Russell Mid-Cap ETF worth $92.6K as of Q4 2025.
iShares Russell Mid-Cap ETF was a new Stephens Consulting position in Q4 2025.
iShares Russell Mid-Cap ETF made up 0.03% of Stephens Consulting's portfolio in Q4 2025, its #105 holding.
Stephens Consulting first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 10 quarters since.
Stephens Consulting's iShares Russell Mid-Cap ETF position peaked at $115K in Q4 2021.
1,520 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.