Vertex Planning Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Vertex Planning Partners’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	–	Sell	-9,663	Closed	-$933K	–	166
2025 Q3	$933K	Buy	9,663 +152	+2%	+$14.4K	0.18%	74
2025 Q2	$875K	Buy	9,511 +99	+1%	+$8.55K	0.18%	71
2025 Q1	$801K	Buy	9,412 +2,457	+35%	+$219K	0.17%	72
2024 Q4	$615K	Sell	6,955 -98	-1%	-$8.89K	0.14%	90
2024 Q3	$622K	Sell	7,053 -46	-0.6%	-$3.88K	0.15%	74
2024 Q2	$576K	Buy	7,099 +1	+0%	+$81	0.15%	73
2024 Q1	$597K	Buy	7,098 +1	+0%	+$79	0.17%	72
2023 Q4	$552K	Buy	7,097 +3	+0%	+$213	0.16%	73
2023 Q3	$491K	Hold	7,094	–	–	0.17%	69
2023 Q2	$518K	Buy	7,094 +1	+0%	+$70	0.18%	69
2023 Q1	$496K	Buy	7,093 +2	+0%	+$141	0.19%	64
2022 Q4	$478K	Buy	+7,091	New	+$478K	0.19%	69

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

Vertex Planning Partners's IWR Position: Q4 2025 in Review

Vertex Planning Partners sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2025, closing a stake of 9,663 shares — an estimated $933K sold.

Vertex Planning Partners first reported a position in IWR in Q4 2022 and held it in 12 quarters. The position peaked at $933K in Q3 2025. 1,520 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

Vertex Planning Partners reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Vertex Planning Partners sold 9,663 iShares Russell Mid-Cap ETF shares in Q4 2025, an estimated $933K.
Vertex Planning Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and held it in 12 quarters.
Vertex Planning Partners's iShares Russell Mid-Cap ETF position peaked at $933K in Q3 2025.
1,520 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.