Superior Planning, LLC’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Superior Planning, LLC’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 Q3	$186K	Buy	+1,741	New	+$193K	0.08%	173

Other funds holding IWR

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Superior Planning, LLC's IWR Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q3 2026: 1,741 shares worth $186K. The stake represents 0.08% of the portfolio and ranks #173 among its holdings.

1,259 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Superior Planning, LLC held 1,741 shares of iShares Russell Mid-Cap ETF worth $186K as of Q3 2026.
iShares Russell Mid-Cap ETF was a new Superior Planning, LLC position in Q3 2026.
iShares Russell Mid-Cap ETF made up 0.08% of Superior Planning, LLC's portfolio in Q3 2026, its #173 holding.
1,259 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.