Willis Johnson & Associates’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Willis Johnson & 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 Q1	–	Sell	-2,360	Closed	-$209K	–	174
2024 Q4	$209K	Sell	2,360 -62	-3%	-$5.63K	0.02%	146
2024 Q3	$214K	Buy	+2,422	New	+$204K	0.02%	156
2024 Q2	–	Sell	-2,462	Closed	-$207K	–	160
2024 Q1	$207K	Buy	+2,462	New	+$195K	0.02%	146
2023 Q3	–	Sell	-2,844	Closed	-$208K	–	134
2023 Q2	$208K	Sell	2,844 -199	-7%	-$13.8K	0.02%	125
2023 Q1	$213K	Buy	+3,043	New	+$215K	0.03%	112
2022 Q4	–	Sell	-7,013	Closed	-$436K	–	120
2022 Q3	$436K	Sell	7,013 -260	-4%	-$17.9K	0.06%	70
2022 Q2	$470K	Sell	7,273 -101	-1%	-$7.19K	0.07%	71
2022 Q1	$575K	Sell	7,374 -321	-4%	-$24.7K	0.08%	64
2021 Q4	$639K	Sell	7,695 -352	-4%	-$28.9K	0.08%	56
2021 Q3	$629K	Sell	8,047 -278	-3%	-$22.3K	0.09%	56
2021 Q2	$660K	Sell	8,325 -214	-3%	-$16.6K	0.09%	51
2021 Q1	$631K	Sell	8,539 -247	-3%	-$17.9K	0.1%	47
2020 Q4	$602K	Buy	+8,786	New	+$560K	0.1%	48

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

Willis Johnson & Associates's IWR Position: Q1 2025 in Review

Willis Johnson & Associates sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2025, closing a stake of 2,360 shares — an estimated $209K sold.

Willis Johnson & Associates first reported a position in IWR in Q4 2020 and held it in 13 quarters. The position peaked at $660K in Q2 2021. 1,371 funds tracked by Wall St. Rank hold IWR as of Q1 2025.

Willis Johnson & Associates reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
Willis Johnson & Associates sold 2,360 iShares Russell Mid-Cap ETF shares in Q1 2025, an estimated $209K.
Willis Johnson & Associates first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and held it in 13 quarters.
Willis Johnson & Associates's iShares Russell Mid-Cap ETF position peaked at $660K in Q2 2021.
1,371 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2025.

Based on Willis Johnson & Associates's 13F filing for Q1 2025, filed 15 May 2025.