West Branch Capital’s iShares Russell Mid-Cap ETF IWR Stock Holding History

West Branch Capital’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	-160	Closed	-$14.7K	–	476
2025 Q2	$14.7K	Hold	160	–	–	﹤0.01%	233
2025 Q1	$13.6K	Hold	160	–	–	﹤0.01%	257
2024 Q4	$14.2K	Hold	160	–	–	﹤0.01%	243
2024 Q3	$14.1K	Hold	160	–	–	﹤0.01%	248
2024 Q2	$13K	Hold	160	–	–	﹤0.01%	251
2024 Q1	$13.5K	Hold	160	–	–	0.01%	256
2023 Q4	$12.5K	Hold	160	–	–	0.01%	263
2023 Q3	$11.1K	Hold	160	–	–	0.01%	269
2023 Q2	$11.7K	Hold	160	–	–	0.01%	270
2023 Q1	$11.2K	Sell	160 -98	-38%	-$6.92K	0.01%	277
2022 Q4	$17.4K	Hold	258	–	–	0.01%	238
2022 Q3	$16K	Sell	258 -258	-50%	-$17.7K	0.01%	244
2022 Q2	$33K	Sell	516 -257	-33%	-$18.3K	0.02%	197
2022 Q1	$60K	Hold	773	–	–	0.03%	173
2021 Q4	$64K	Hold	773	–	–	0.03%	186
2021 Q3	$60K	Hold	773	–	–	0.03%	179
2021 Q2	$61K	Buy	+773	New	+$60K	0.03%	180

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

West Branch Capital's IWR Position: Q3 2025 in Review

West Branch Capital sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2025, closing a stake of 160 shares — an estimated $14.7K sold.

West Branch Capital first reported a position in IWR in Q2 2021 and held it in 17 quarters. The position peaked at $64K in Q4 2021. 1,426 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

West Branch Capital reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
West Branch Capital sold 160 iShares Russell Mid-Cap ETF shares in Q3 2025, an estimated $14.7K.
West Branch Capital first reported a position in iShares Russell Mid-Cap ETF in Q2 2021 and held it in 17 quarters.
West Branch Capital's iShares Russell Mid-Cap ETF position peaked at $64K in Q4 2021.
1,426 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

Based on West Branch Capital's 13F filing for Q3 2025, filed 21 Oct 2025.