Winch Advisory Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
Other funds holding IWR
Winch Advisory Services's IWR Position: Q1 2025 in Review
Winch Advisory Services sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2025, closing a stake of 13 shares — an estimated $1.16K sold.
Winch Advisory Services first reported a position in IWR in Q1 2015 and held it in 3 quarters. The position peaked at $6K in Q1 2015. 1,376 funds tracked by Wall St. Rank hold IWR as of Q1 2025.
- Winch Advisory Services reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
- Winch Advisory Services sold 13 iShares Russell Mid-Cap ETF shares in Q1 2025, an estimated $1.16K.
- Winch Advisory Services first reported a position in iShares Russell Mid-Cap ETF in Q1 2015 and held it in 3 quarters.
- Winch Advisory Services's iShares Russell Mid-Cap ETF position peaked at $6K in Q1 2015.
- 1,376 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2025.
Based on Winch Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.