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

Abound 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	$10.8K	Buy	98 +59	+151%	+$6.21K	﹤0.01%	461
2026 Q1	$3.79K	Hold	39	–	–	﹤0.01%	794
2025 Q4	$3.75K	Hold	39	–	–	﹤0.01%	737
2025 Q3	$3.77K	Sell	39 -10	-20%	-$948	﹤0.01%	706
2025 Q2	$4.51K	Buy	49 +10	+26%	+$864	﹤0.01%	597
2025 Q1	$3.32K	Hold	39	–	–	﹤0.01%	620
2024 Q4	$3.45K	Hold	39	–	–	﹤0.01%	605
2024 Q3	$3.44K	Hold	39	–	–	﹤0.01%	622
2024 Q2	$3.16K	Hold	39	–	–	﹤0.01%	584
2024 Q1	$3.28K	Hold	39	–	–	﹤0.01%	608
2023 Q4	$3.03K	Hold	39	–	–	﹤0.01%	601
2023 Q3	$2.7K	Hold	39	–	–	﹤0.01%	575
2023 Q2	$2.85K	Hold	39	–	–	﹤0.01%	599
2023 Q1	$2.73K	Hold	39	–	–	﹤0.01%	542
2022 Q4	$2.63K	Hold	39	–	–	﹤0.01%	494
2022 Q3	$2.42K	Hold	39	–	–	﹤0.01%	455
2022 Q2	$2.52K	Hold	39	–	–	﹤0.01%	103
2022 Q1	$3.04K	Buy	+39	New	+$3K	﹤0.01%	105

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

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

Abound Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 151% in Q2 2026, buying an estimated $6.21K and bringing the position to 98 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Abound Wealth Management first reported a position in IWR in Q1 2022 and has held it in 18 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Abound Wealth Management held 98 shares of iShares Russell Mid-Cap ETF worth $10.8K as of Q2 2026.
Abound Wealth Management bought 59 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $6.21K.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #461 holding.
Abound Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.