Tucker Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Tucker Asset 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 Q4	$14.8K	Buy	154 +30	+24%	+$2.88K	﹤0.01%	507
2025 Q3	$12K	Hold	124	–	–	﹤0.01%	247
2025 Q2	$11.4K	Hold	124	–	–	﹤0.01%	215
2025 Q1	$10.5K	Hold	124	–	–	﹤0.01%	230
2024 Q4	$11K	Sell	124 -29	-19%	-$2.63K	﹤0.01%	720
2024 Q3	$13.5K	Sell	153 -38	-20%	-$3.2K	﹤0.01%	630
2024 Q2	$15.5K	Buy	191 +149	+355%	+$12.1K	﹤0.01%	705
2024 Q1	$3.53K	Buy	42 +40	+2,000%	+$3.17K	﹤0.01%	1184
2023 Q4	$155	Buy	+2	New	+$142	﹤0.01%	1382
2023 Q3	–	Sell	-485	Closed	-$35.4K	–	1477
2023 Q2	$35.4K	Buy	485 +362	+294%	+$25.2K	0.01%	315
2023 Q1	$8.6K	Buy	123 +57	+86%	+$4.03K	﹤0.01%	585
2022 Q4	$4.47K	Buy	66 +54	+450%	+$3.64K	﹤0.01%	456
2022 Q3	$811	Buy	+12	New	+$825	﹤0.01%	693

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tucker Asset Management's IWR Position: Q4 2025 in Review

Tucker Asset Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 24% in Q4 2025, buying an estimated $2.88K and bringing the position to 154 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Tucker Asset Management first reported a position in IWR in Q3 2022 and has held it in 13 quarters since. The position peaked at $35.4K in Q2 2023. 1,522 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

Tucker Asset Management held 154 shares of iShares Russell Mid-Cap ETF worth $14.8K as of Q4 2025.
Tucker Asset Management bought 30 iShares Russell Mid-Cap ETF shares in Q4 2025, an estimated $2.88K.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #507 holding.
Tucker Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2022 and has held it in 13 quarters since.
Tucker Asset Management's iShares Russell Mid-Cap ETF position peaked at $35.4K in Q2 2023.
1,522 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.