Von Berge Wealth Management Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Von Berge Wealth Management 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
2025 Q3	–	Sell	-3,317	Closed	-$313K	–	20
2025 Q2	$313K	Buy	3,317 +1	+0%	+$86	0.18%	46
2025 Q1	$276K	Buy	3,316 +2	+0.1%	+$178	0.18%	46
2024 Q4	$308K	Buy	3,314 +2	+0.1%	+$182	0.19%	47
2024 Q3	$303K	Buy	3,312 +2	+0.1%	+$169	0.19%	48
2024 Q2	$266K	Hold	3,310	–	–	0.17%	52
2024 Q1	$278K	Hold	3,310	–	–	0.18%	50
2023 Q4	$253K	Hold	3,310	–	–	0.19%	55
2023 Q3	$229K	Hold	3,310	–	–	0.2%	55
2023 Q2	$242K	Hold	3,310	–	–	0.2%	56
2023 Q1	$231K	Hold	3,310	–	–	0.21%	57
2022 Q4	$240K	Hold	3,310	–	–	0.22%	54
2022 Q3	$209K	Hold	3,310	–	–	0.22%	52
2022 Q2	$215K	Buy	3,310 +274	+9%	+$19.5K	0.22%	53
2022 Q1	$233K	Buy	3,036 +149	+5%	+$11.5K	0.21%	59
2021 Q4	$222K	Buy	+2,887	New	+$237K	0.2%	59

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

Von Berge Wealth Management Group's IWR Position: Q3 2025 in Review

Von Berge Wealth Management Group sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2025, closing a stake of 3,317 shares — an estimated $313K sold.

Von Berge Wealth Management Group first reported a position in IWR in Q4 2021 and held it in 15 quarters. The position peaked at $313K in Q2 2025. 1,426 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

Von Berge Wealth Management Group reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
Von Berge Wealth Management Group sold 3,317 iShares Russell Mid-Cap ETF shares in Q3 2025, an estimated $313K.
Von Berge Wealth Management Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and held it in 15 quarters.
Von Berge Wealth Management Group's iShares Russell Mid-Cap ETF position peaked at $313K in Q2 2025.
1,426 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2025.