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Wells Trecaso Financial Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Wells Trecaso Financial 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 		$1.25M Sell
12,929
-12,094
-48% -$1.15M 0.59% 40
2025
Q2 		$2.3M Buy
25,023
+2,687
+12% +$232K 0.71% 34
2025
Q1 		$1.9M Buy
22,336
+4,468
+25% +$398K 0.63% 36
2024
Q4 		$1.58M Buy
17,868
+2,324
+15% +$211K 0.52% 39
2024
Q3 		$1.37M Buy
15,544
+1,289
+9% +$109K 0.45% 43
2024
Q2 		$1.16M Buy
14,255
+2,456
+21% +$200K 0.4% 45
2024
Q1 		$992K Buy
+11,799
New +$935K 0.35% 46
2022
Q1 		– Sell
-7,235
Closed -$601K – 98
2021
Q4 		$601K Hold
7,235
– – 0.26% 53
2021
Q3 		$566K Sell
7,235
-2,000
-22% -$160K 0.27% 50
2021
Q2 		$732K Hold
9,235
– – 0.35% 47
2021
Q1 		$683K Buy
9,235
+135
+1% +$9.76K 0.36% 45
2020
Q4 		$624K Sell
9,100
-7,000
-43% -$446K 0.35% 46
2020
Q3 		$924K Hold
16,100
– – 0.59% 36
2020
Q2 		$863K Hold
16,100
– – 0.6% 37
2020
Q1 		$695K Sell
16,100
-760
-5% -$41.8K 0.62% 35
2019
Q4 		$1M Sell
16,860
-2,000
-11% -$115K 0.73% 33
2019
Q3 		$1.05M Hold
18,860
– – 0.84% 29
2019
Q2 		$1.05M Hold
18,860
– – 0.87% 30
2019
Q1 		$1.02M Buy
18,860
+60
+0.3% +$3.11K 0.86% 31
2018
Q4 		$874K Hold
18,800
– – 0.84% 32
2018
Q3 		$1.04M Buy
18,800
+100
+0.5% +$5.48K 0.86% 28
2018
Q2 		$992K Sell
18,700
-6,988
-27% -$368K 0.93% 25
2018
Q1 		$1.33M Hold
25,688
– – 1.26% 24
2017
Q4 		$1.34M Buy
+25,688
New +$1.3M 1.31% 24

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Trecaso Financial Group's IWR Position: Q3 2025 in Review

Wells Trecaso Financial Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 48% in Q3 2025, selling an estimated $1.15M and leaving 12,929 shares worth $1.25M. The position accounts for 0.59% of the portfolio, ranked #40.

Wells Trecaso Financial Group first reported a position in IWR in Q4 2017 and has held it in 24 quarters since. The position peaked at $2.3M in Q2 2025. 1,426 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

  • Wells Trecaso Financial Group held 12,929 shares of iShares Russell Mid-Cap ETF worth $1.25M as of Q3 2025.
  • Wells Trecaso Financial Group sold 12,094 iShares Russell Mid-Cap ETF shares in Q3 2025, an estimated $1.15M.
  • iShares Russell Mid-Cap ETF made up 0.59% of Wells Trecaso Financial Group's portfolio in Q3 2025, its #40 holding.
  • Wells Trecaso Financial Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and has held it in 24 quarters since.
  • Wells Trecaso Financial Group's iShares Russell Mid-Cap ETF position peaked at $2.3M in Q2 2025.
  • 1,426 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

Based on Wells Trecaso Financial Group's 13F filing for Q3 2025, filed 5 Nov 2025.