Stonegate Investment Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Stonegate Investment Group’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	$9.98M	Hold	103,348	–	–	0.23%	54
2025 Q2	$9.5M	Sell	103,348 -9,111	-8%	-$787K	0.24%	53
2025 Q1	$9.57M	Sell	112,459 -976	-0.9%	-$87K	0.26%	53
2024 Q4	$10M	Buy	113,435 +5,207	+5%	+$473K	0.27%	50
2024 Q3	$9.54M	Sell	108,228 -1,451	-1%	-$122K	0.25%	54
2024 Q2	$8.89M	Buy	109,679 +1,364	+1%	+$111K	0.26%	50
2024 Q1	$9.11M	Hold	108,315	–	–	0.29%	50
2023 Q4	$8.42M	Sell	108,315 -150	-0.1%	-$10.7K	0.28%	52
2023 Q3	$7.51M	Hold	108,465	–	–	0.27%	53
2023 Q2	$7.92M	Hold	108,465	–	–	0.28%	55
2023 Q1	$7.58M	Buy	108,465 +2,585	+2%	+$183K	0.28%	52
2022 Q4	$7.14M	Hold	105,880	–	–	0.31%	51
2022 Q3	$6.58M	Sell	105,880 -23,500	-18%	-$1.62M	0.3%	57
2022 Q2	$8.37M	Buy	129,380 +125,097	+2,921%	+$8.91M	0.37%	52
2022 Q1	$334K	Hold	4,283	–	–	0.01%	199
2021 Q4	$356K	Buy	+4,283	New	+$352K	0.01%	198

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

Stonegate Investment Group's IWR Position: Q3 2025 in Review

Stonegate Investment Group held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2025 at 103,348 shares worth $9.98M. The position accounts for 0.23% of the portfolio, ranked #54.

Stonegate Investment Group first reported a position in IWR in Q4 2021 and has held it in 16 quarters since. The position peaked at $10M in Q4 2024. 1,426 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

Stonegate Investment Group held 103,348 shares of iShares Russell Mid-Cap ETF worth $9.98M as of Q3 2025.
Stonegate Investment Group left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2025.
iShares Russell Mid-Cap ETF made up 0.23% of Stonegate Investment Group's portfolio in Q3 2025, its #54 holding.
Stonegate Investment Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 16 quarters since.
Stonegate Investment Group's iShares Russell Mid-Cap ETF position peaked at $10M in Q4 2024.
1,426 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.