von Borstel & Associates’s iShares Russell Mid-Cap ETF IWR Stock Holding History

von Borstel & Associates’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	-2,136	Closed	-$181K	–	89
2025 Q1	$181K	Buy	+2,136	New	+$191K	0.05%	38

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

von Borstel & Associates's IWR Position: Q2 2025 in Review

von Borstel & Associates sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2025, closing a stake of 2,136 shares — an estimated $181K sold.

von Borstel & Associates first reported a position in IWR in Q1 2025 and held it in 1 quarter. The position peaked at $181K in Q1 2025. 1,440 funds tracked by Wall St. Rank hold IWR as of Q2 2025.

von Borstel & Associates reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
von Borstel & Associates sold 2,136 iShares Russell Mid-Cap ETF shares in Q2 2025, an estimated $181K.
von Borstel & Associates first reported a position in iShares Russell Mid-Cap ETF in Q1 2025 and held it in 1 quarter.
von Borstel & Associates's iShares Russell Mid-Cap ETF position peaked at $181K in Q1 2025.
1,440 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2025.

Based on von Borstel & Associates's 13F filing for Q2 2025, filed 11 Aug 2025.