Tyler-Stone Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Tyler-Stone Wealth 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	$215K	Buy	+2,332	New	+$201K	0.03%	318
2025 Q1	–	Sell	-2,330	Closed	-$206K	–	327
2024 Q4	$206K	Buy	2,330 +2	+0.1%	+$182	0.04%	309
2024 Q3	$205K	Buy	2,328 +1,165	+100%	+$98.2K	0.04%	309
2024 Q2	$94.3K	Sell	1,163 -640	-35%	-$52.1K	0.04%	296
2024 Q1	$152K	Hold	1,803	–	–	0.07%	224
2023 Q4	$140K	Buy	1,803 +320	+22%	+$22.7K	0.07%	216
2023 Q3	$103K	Hold	1,483	–	–	0.06%	251
2023 Q2	$108K	Buy	+1,483	New	+$103K	0.06%	245
2022 Q4	$127K	Hold	1,881	–	–	0.09%	204
2022 Q3	$117K	Sell	1,881 -280	-13%	-$19.3K	0.09%	194
2022 Q2	$140K	Hold	2,161	–	–	0.09%	192
2022 Q1	$169K	Hold	2,161	–	–	0.09%	195
2021 Q4	$179K	Buy	+2,161	New	+$177K	0.09%	201

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tyler-Stone Wealth Management's IWR Position: Q2 2025 in Review

Tyler-Stone Wealth Management opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2025: 2,332 shares worth $215K. The stake represents 0.03% of the portfolio and ranks #318 among its holdings. This is a return to the name: Tyler-Stone Wealth Management previously reported a position in IWR as recently as Q4 2024.

Tyler-Stone Wealth Management first reported a position in IWR in Q4 2021 and has held it in 13 quarters since. 1,440 funds tracked by Wall St. Rank hold IWR as of Q2 2025.

Tyler-Stone Wealth Management held 2,332 shares of iShares Russell Mid-Cap ETF worth $215K as of Q2 2025.
iShares Russell Mid-Cap ETF was a new Tyler-Stone Wealth Management position in Q2 2025.
iShares Russell Mid-Cap ETF made up 0.03% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #318 holding.
Tyler-Stone Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 13 quarters since.
1,440 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.