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Steve Schonfeld’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Steve Schonfeld’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
-3,200
Closed -$294K – 2386
2025
Q2 		$294K Buy
+3,200
New +$276K ﹤0.01% 1696
2023
Q4 		– Sell
-10,808
Closed -$748K – 2041
2023
Q3 		$748K Buy
+10,808
New +$788K 0.01% 1107

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Steve Schonfeld's IWR Position: Q3 2025 in Review

Steve Schonfeld sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2025, closing a stake of 3,200 shares — an estimated $294K sold.

Steve Schonfeld first reported a position in IWR in Q3 2023 and held it in 2 quarters. The position peaked at $748K in Q3 2023. 1,427 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

  • Steve Schonfeld reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Steve Schonfeld sold 3,200 iShares Russell Mid-Cap ETF shares in Q3 2025, an estimated $294K.
  • Steve Schonfeld first reported a position in iShares Russell Mid-Cap ETF in Q3 2023 and held it in 2 quarters.
  • Steve Schonfeld's iShares Russell Mid-Cap ETF position peaked at $748K in Q3 2023.
  • 1,427 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

Based on Schonfeld Strategic Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.