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

AE 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	$32.2M	Buy	331,521 +23,163	+8%	+$2.31M	0.17%	129
2025 Q4	$29.7M	Buy	308,358 +21,572	+8%	+$2.07M	0.17%	130
2025 Q3	$27.7M	Buy	286,786 +35,969	+14%	+$3.41M	0.18%	128
2025 Q2	$23.1M	Buy	250,817 +32,152	+15%	+$2.78M	0.17%	136
2025 Q1	$18.6M	Buy	218,665 +28,127	+15%	+$2.51M	0.16%	161
2024 Q4	$16.8M	Buy	190,538 +6,553	+4%	+$595K	0.14%	167
2024 Q3	$16.2M	Sell	183,985 -317,045	-63%	-$26.7M	0.15%	157
2024 Q2	$40.6M	Buy	501,030 +10,155	+2%	+$827K	0.41%	57
2024 Q1	$41.3M	Sell	490,875 -92,786	-16%	-$7.35M	0.47%	46
2023 Q4	$45.1M	Buy	583,661 +71,019	+14%	+$5.05M	0.23%	90
2023 Q3	$35.5M	Buy	512,642 +16,260	+3%	+$1.19M	0.21%	103
2023 Q2	$36.3M	Sell	496,382 -1,545	-0.3%	-$107K	0.22%	92
2023 Q1	$34.8M	Sell	497,927 -42,313	-8%	-$2.99M	0.22%	93
2022 Q4	$36.4M	Buy	540,240 +1,416	+0.3%	+$95.5K	0.26%	75
2022 Q3	$33.5M	Sell	538,824 -61,696	-10%	-$4.24M	0.27%	75
2022 Q2	$38.8M	Buy	600,520 +49,308	+9%	+$3.51M	0.31%	70
2022 Q1	$43M	Buy	551,212 +51,073	+10%	+$3.93M	0.3%	71
2021 Q4	$41.5M	Buy	500,139 +42,121	+9%	+$3.46M	0.29%	71
2021 Q3	$35.8M	Buy	458,018 +58,790	+15%	+$4.71M	0.3%	73
2021 Q2	$31.6M	Buy	399,228 +62,667	+19%	+$4.86M	0.28%	83
2021 Q1	$24.9M	Buy	336,561 +49,811	+17%	+$3.6M	0.25%	94
2020 Q4	$19.7M	Buy	286,750 +31,096	+12%	+$1.98M	0.22%	100
2020 Q3	$14.7M	Buy	255,654 +2,884	+1%	+$164K	0.21%	107
2020 Q2	$13.5M	Buy	252,770 +99,506	+65%	+$4.99M	0.21%	114
2020 Q1	$6.62M	Buy	153,264 +102,094	+200%	+$5.62M	0.15%	133
2019 Q4	$3.05M	Buy	51,170 +23,095	+82%	+$1.33M	0.07%	258
2019 Q3	$1.57M	Buy	28,075 +13,000	+86%	+$727K	0.05%	328
2019 Q2	$842K	Buy	15,075 +8,647	+135%	+$474K	0.03%	453
2019 Q1	$347K	Buy	6,428 +326	+5%	+$16.9K	0.02%	425
2018 Q4	$284K	Buy	6,102 +2	+0%	+$101	0.05%	360
2018 Q3	$336K	Buy	+6,100	New	+$334K	0.02%	416

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

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

AE Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 7.5% in Q1 2026, buying an estimated $2.31M and bringing the position to 331,521 shares worth $32.2M. The position accounts for 0.17% of the portfolio, ranked #129.

AE Wealth Management first reported a position in IWR in Q3 2018 and has held it in 31 quarters since. The position peaked at $45.1M in Q4 2023. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

AE Wealth Management held 331,521 shares of iShares Russell Mid-Cap ETF worth $32.2M as of Q1 2026.
AE Wealth Management bought 23,163 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $2.31M.
iShares Russell Mid-Cap ETF made up 0.17% of AE Wealth Management's portfolio in Q1 2026, its #129 holding.
AE Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2018 and has held it in 31 quarters since.
AE Wealth Management's iShares Russell Mid-Cap ETF position peaked at $45.1M in Q4 2023.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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