IWR iShares: Russell Midcap COM

Ownership history in PROFFITT & GOODSON INC  ·  84 quarters on record

AI Ownership Summary

PROFFITT & GOODSON INC reported iShares: Russell Midcap COM (IWR) in 84 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.89% in 2023 Q4. The latest visible filing shows IWR at 1.50% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PROFFITT & GOODSON INC's position in iShares: Russell Midcap COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IWR was reported at 1.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.89% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PROFFITT & GOODSON INC held IWR — position size vs. price
% of Fund (quarterly)    IWR price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 112,075 -1,649 -1.5% 1.50% $10.8M 2026-02-14 (Est.) $101.45
2025 Q3 REDUCED 113,724 -1,567 -1.4% 1.57% $11.0M 2025-10-21 $96.15
2025 Q2 REDUCED 115,291 -1,083 -0.9% 1.62% $10.6M 2025-07-23 $94.20
2025 Q1 REDUCED 116,374 -4,784 -3.9% 1.63% $9.9M 2025-04-29 $83.08
2024 Q4 REDUCED 121,158 -2,592 -2.1% 1.78% $10.7M 2025-02-05 $91.08
2024 Q3 REDUCED 123,750 -825 -0.7% 1.79% $10.9M 2024-11-04 $86.10
2024 Q2 REDUCED 124,575 -2,137 -1.7% 1.78% $10.1M 2024-07-23 $82.10
2024 Q1 REDUCED 126,712 -2,997 -2.3% 1.89% $10.7M 2024-04-24 $78.31
2023 Q4 REDUCED 129,709 -856 -0.7% 1.89% $10.1M 2024-01-24 $74.36
75 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About PROFFITT & GOODSON INC and IWR

These are the practical questions this page is built to answer before you even open the full history table.

How long has PROFFITT & GOODSON INC reported owning IWR?

PROFFITT & GOODSON INC reported IWR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IWR position in PROFFITT & GOODSON INC's portfolio?

The largest reported portfolio weight for IWR was 1.89% in 2023 Q4.

What is the latest reported IWR position on this page?

The most recent filing on this page is 2025 Q4, when PROFFITT & GOODSON INC reported 112,075 shares, equal to 1.50% of portfolio, with an estimated market value of $10.8M.

What does the chart on this IWR ownership page compare?

The chart compares PROFFITT & GOODSON INC's quarterly IWR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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