Action Point Financial Planning’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Action Point Financial Planning’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	$398K	Buy	+3,608	New	+$379K	0.04%	300

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

Action Point Financial Planning's IWR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 3,608 shares worth $398K. The stake represents 0.04% of the portfolio and ranks #300 among its holdings.

1,583 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Action Point Financial Planning held 3,608 shares of iShares Russell Mid-Cap ETF worth $398K as of Q2 2026.
iShares Russell Mid-Cap ETF was a new Action Point Financial Planning position in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.04% of Action Point Financial Planning's portfolio in Q2 2026, its #300 holding.
1,583 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.