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

49 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 Q1	$557K	Buy	5,730 +941	+20%	+$94K	0.04%	107
2025 Q4	$461K	Buy	4,789 +71	+2%	+$6.83K	0.04%	115
2025 Q3	$456K	Buy	4,718 +16	+0.3%	+$1.52K	0.04%	102
2025 Q2	$432K	Buy	4,702 +14	+0.3%	+$1.21K	0.05%	97
2025 Q1	$399K	Sell	4,688 -45	-1%	-$4.01K	0.05%	110
2024 Q4	$418K	Sell	4,733 -5	-0.1%	-$454	0.06%	96
2024 Q3	$418K	Sell	4,738 -638	-12%	-$53.8K	0.07%	94
2024 Q2	$432K	Sell	5,376 -26	-0.5%	-$2.12K	0.09%	91
2024 Q1	$451K	Buy	5,402 +53	+1%	+$4.2K	0.1%	61
2023 Q4	$416K	Buy	+5,349	New	+$380K	0.11%	62

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

49 Wealth Management's IWR Position: Q1 2026 in Review

49 Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 20% in Q1 2026, buying an estimated $94K and bringing the position to 5,730 shares worth $557K. The position accounts for 0.04% of the portfolio, ranked #107.

49 Wealth Management first reported a position in IWR in Q4 2023 and has held it in 10 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

49 Wealth Management held 5,730 shares of iShares Russell Mid-Cap ETF worth $557K as of Q1 2026.
49 Wealth Management bought 941 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $94K.
iShares Russell Mid-Cap ETF made up 0.04% of 49 Wealth Management's portfolio in Q1 2026, its #107 holding.
49 Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.