1900 Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

1900 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
2026 Q2	$2.54M	Buy	23,048 +46	+0.2%	+$4.84K	0.14%	78
2026 Q1	$2.24M	Buy	23,002 +48	+0.2%	+$4.79K	0.14%	73
2025 Q4	$2.21M	Sell	22,954 -248	-1%	-$23.8K	0.14%	74
2025 Q3	$2.24M	Sell	23,202 -775	-3%	-$73.5K	0.15%	69
2025 Q2	$2.21M	Buy	23,977 +294	+1%	+$25.4K	0.17%	65
2025 Q1	$2.01M	Buy	23,683 +55	+0.2%	+$4.91K	0.17%	67
2024 Q4	$2.09M	Buy	23,628 +63	+0.3%	+$5.72K	0.18%	67
2024 Q3	$2.08M	Sell	23,565 -642	-3%	-$54.1K	0.18%	67
2024 Q2	$1.96M	Buy	24,207 +3,215	+15%	+$262K	0.18%	70
2024 Q1	$1.77M	Buy	20,992 +46	+0.2%	+$3.65K	0.16%	80
2023 Q4	$1.63M	Hold	20,946	–	–	0.15%	100
2023 Q3	$1.45M	Hold	20,946	–	–	0.14%	109
2023 Q2	$1.53M	Buy	20,946 +352	+2%	+$24.5K	0.16%	101
2023 Q1	$1.39M	Hold	20,594	–	–	0.15%	101
2022 Q4	$1.39M	Hold	20,594	–	–	0.15%	99
2022 Q3	$1.28M	Buy	20,594 +111	+0.5%	+$7.63K	0.15%	99
2022 Q2	$1.32M	Hold	20,483	–	–	0.14%	99
2022 Q1	$1.6M	Sell	20,483 -3,197	-14%	-$246K	0.15%	96
2021 Q4	$1.97M	Sell	23,680 -61	-0.3%	-$5.01K	0.18%	92
2021 Q3	$1.86M	Hold	23,741	–	–	0.18%	90
2021 Q2	$1.88M	Sell	23,741 -1,338	-5%	-$104K	0.18%	79
2021 Q1	$1.85M	Buy	25,079 +2,581	+11%	+$187K	0.14%	75
2020 Q4	$1.54M	Buy	+22,498	New	+$1.43M	0.18%	77

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

1900 Wealth Management's IWR Position: Q2 2026 in Review

1900 Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.2% in Q2 2026, buying an estimated $4.84K and bringing the position to 23,048 shares worth $2.54M. The position accounts for 0.14% of the portfolio, ranked #78.

1900 Wealth Management first reported a position in IWR in Q4 2020 and has held it in 23 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

1900 Wealth Management held 23,048 shares of iShares Russell Mid-Cap ETF worth $2.54M as of Q2 2026.
1900 Wealth Management bought 46 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $4.84K.
iShares Russell Mid-Cap ETF made up 0.14% of 1900 Wealth Management's portfolio in Q2 2026, its #78 holding.
1900 Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.