Wealth Alliance’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Wealth Alliance’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 Q1	–	Sell	-5,140	Closed	-$454K	–	535
2024 Q4	$454K	Buy	+5,140	New	+$467K	0.05%	279
2023 Q1	–	Sell	-7,474	Closed	-$504K	–	529
2022 Q4	$504K	Buy	7,474 +1,664	+29%	+$112K	0.09%	236
2022 Q3	$361K	Sell	5,810 -4,632	-44%	-$319K	0.07%	277
2022 Q2	$675K	Buy	+10,442	New	+$743K	0.13%	173
2022 Q1	–	Sell	-2,591	Closed	-$215K	–	464
2021 Q4	$215K	Buy	+2,591	New	+$213K	0.04%	412
2020 Q2	–	Sell	-19,401	Closed	-$838K	–	311
2020 Q1	$838K	Buy	+19,401	New	+$1.07M	0.45%	61

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Wealth Alliance's IWR Position: Q1 2025 in Review

Wealth Alliance sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2025, closing a stake of 5,140 shares — an estimated $454K sold.

Wealth Alliance first reported a position in IWR in Q1 2020 and held it in 6 quarters. The position peaked at $838K in Q1 2020. 1,371 funds tracked by Wall St. Rank hold IWR as of Q1 2025.

Wealth Alliance reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
Wealth Alliance sold 5,140 iShares Russell Mid-Cap ETF shares in Q1 2025, an estimated $454K.
Wealth Alliance first reported a position in iShares Russell Mid-Cap ETF in Q1 2020 and held it in 6 quarters.
Wealth Alliance's iShares Russell Mid-Cap ETF position peaked at $838K in Q1 2020.
1,371 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2025.

Based on Wealth Alliance's 13F filing for Q1 2025, filed 5 May 2025.