Wooster Corthell Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Wooster Corthell Wealth Management’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	$1.28M	Sell	13,903 -212	-2%	-$18.3K	0.24%	41
2025 Q1	$1.2M	Sell	14,115 -96	-0.7%	-$8.56K	0.25%	36
2024 Q4	$1.26M	Sell	14,211 -404	-3%	-$36.7K	0.27%	33
2024 Q3	$1.29M	Sell	14,615 -39	-0.3%	-$3.29K	0.27%	34
2024 Q2	$1.19M	Sell	14,654 -312	-2%	-$25.4K	0.27%	33
2024 Q1	$1.26M	Sell	14,966 -462	-3%	-$36.6K	0.29%	31
2023 Q4	$1.2M	Buy	15,428 +761	+5%	+$54.1K	0.29%	31
2023 Q3	$1.02M	Sell	14,667 -2,830	-16%	-$206K	0.27%	32
2023 Q2	$1.28M	Buy	17,497 +645	+4%	+$44.9K	0.33%	29
2023 Q1	$1.18M	Sell	16,852 -40	-0.2%	-$2.82K	0.31%	31
2022 Q4	$1.14M	Buy	16,892 +6,537	+63%	+$441K	0.32%	30
2022 Q3	$644K	Buy	10,355 +7,220	+230%	+$497K	0.19%	39
2022 Q2	$203K	Buy	+3,135	New	+$223K	0.06%	47

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wooster Corthell Wealth Management's IWR Position: Q2 2025 in Review

Wooster Corthell Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.5% in Q2 2025, selling an estimated $18.3K and leaving 13,903 shares worth $1.28M. The position accounts for 0.24% of the portfolio, ranked #41.

Wooster Corthell Wealth Management first reported a position in IWR in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.29M in Q3 2024. 1,440 funds tracked by Wall St. Rank hold IWR as of Q2 2025.

Wooster Corthell Wealth Management held 13,903 shares of iShares Russell Mid-Cap ETF worth $1.28M as of Q2 2025.
Wooster Corthell Wealth Management sold 212 iShares Russell Mid-Cap ETF shares in Q2 2025, an estimated $18.3K.
iShares Russell Mid-Cap ETF made up 0.24% of Wooster Corthell Wealth Management's portfolio in Q2 2025, its #41 holding.
Wooster Corthell Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2022 and has held it in 13 quarters since.
Wooster Corthell Wealth Management's iShares Russell Mid-Cap ETF position peaked at $1.29M in Q3 2024.
1,440 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2025.

Based on Wooster Corthell Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.