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

StoneX 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
2026 Q1	$10.5M	Buy	108,019 +4,924	+5%	+$492K	0.57%	26
2025 Q4	$9.93M	Buy	103,095 +8,653	+9%	+$832K	0.43%	37
2025 Q3	$9.12M	Sell	94,442 -1,607	-2%	-$152K	0.4%	45
2025 Q2	$8.83M	Buy	96,049 +7,821	+9%	+$676K	0.43%	39
2025 Q1	$7.51M	Buy	88,228 +7,245	+9%	+$646K	0.41%	44
2024 Q4	$7.16M	Buy	+80,983	New	+$7.35M	0.39%	48
2023 Q1	–	Sell	-274,599	Closed	-$18.5M	–	583
2022 Q4	$18.5M	Buy	274,599 +181,837	+196%	+$12.3M	2.7%	6
2022 Q3	$5.77M	Buy	92,762 +88,669	+2,166%	+$6.1M	1.07%	22
2022 Q2	$265K	Buy	4,093 +142	+4%	+$10.1K	0.04%	275
2022 Q1	$308K	Buy	3,951 +11	+0.3%	+$847	0.03%	413
2021 Q4	$327K	Sell	3,940 -190	-5%	-$15.6K	0.04%	384
2021 Q3	$323K	Buy	4,130 +136	+3%	+$10.9K	0.05%	343
2021 Q2	$317K	Buy	3,994 +8	+0.2%	+$621	0.05%	343
2021 Q1	$295K	Buy	3,986 +177	+5%	+$12.8K	0.05%	305
2020 Q4	$261K	Buy	3,809 +5	+0.1%	+$318	0.06%	294
2020 Q3	$218K	Buy	+3,804	New	+$217K	0.07%	287
2020 Q1	–	Sell	-3,607	Closed	-$215K	–	284
2019 Q4	$215K	Buy	3,607 +6	+0.2%	+$344	0.09%	278
2019 Q3	$202K	Buy	+3,601	New	+$201K	0.13%	244

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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 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 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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return