TCM
IWR icon

Tradewinds Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Tradewinds Capital Management’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
Q2 		– Sell
-25
Closed -$2.13K – 671
2025
Q1 		$2.13K Buy
+25
New +$2.23K ﹤0.01% 475
2024
Q4 		– Sell
-339
Closed -$29.9K – 689
2024
Q3 		$29.9K Buy
+339
New +$28.6K 0.01% 225
2014
Q2 		– Sell
-468
Closed -$18K – 630
2014
Q1 		$18K Hold
468
– – 0.01% 323
2013
Q4 		$18K Buy
+468
New +$16.9K 0.01% 308

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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tradewinds Capital Management's IWR Position: Q2 2025 in Review

Tradewinds Capital Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2025, closing a stake of 25 shares — an estimated $2.13K sold.

Tradewinds Capital Management first reported a position in IWR in Q4 2013 and held it in 4 quarters. The position peaked at $29.9K in Q3 2024. 1,440 funds tracked by Wall St. Rank hold IWR as of Q2 2025.

  • Tradewinds Capital Management reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Tradewinds Capital Management sold 25 iShares Russell Mid-Cap ETF shares in Q2 2025, an estimated $2.13K.
  • Tradewinds Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2013 and held it in 4 quarters.
  • Tradewinds Capital Management's iShares Russell Mid-Cap ETF position peaked at $29.9K in Q3 2024.
  • 1,440 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2025.

Based on Tradewinds Capital Management's 13F filing for Q2 2025, filed 29 Jul 2025.