West Coast Financial’s iShares Russell Mid-Cap ETF IWR Stock Holding History

West Coast Financial’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	-4,364	Closed	-$371K	–	78
2025 Q1	$371K	Hold	4,364	–	–	0.04%	123
2024 Q4	$386K	Hold	4,364	–	–	0.04%	118
2024 Q3	$385K	Hold	4,364	–	–	0.04%	124
2024 Q2	$354K	Hold	4,364	–	–	0.04%	118
2024 Q1	$367K	Sell	4,364 -356	-8%	-$28.2K	0.04%	117
2023 Q4	$367K	Buy	+4,720	New	+$335K	0.05%	111

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 $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

West Coast Financial's IWR Position: Q2 2025 in Review

West Coast Financial sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2025, closing a stake of 4,364 shares — an estimated $371K sold.

West Coast Financial first reported a position in IWR in Q4 2023 and held it in 6 quarters. The position peaked at $386K in Q4 2024. 1,441 funds tracked by Wall St. Rank hold IWR as of Q2 2025.

West Coast Financial reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
West Coast Financial sold 4,364 iShares Russell Mid-Cap ETF shares in Q2 2025, an estimated $371K.
West Coast Financial first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and held it in 6 quarters.
West Coast Financial's iShares Russell Mid-Cap ETF position peaked at $386K in Q4 2024.
1,441 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.