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

Alaethes Wealth’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	$266K	Buy	2,738 +120	+5%	+$12K	0.08%	108
2025 Q4	$252K	Hold	2,618	–	–	0.07%	106
2025 Q3	$253K	Hold	2,618	–	–	0.07%	101
2025 Q2	$241K	Sell	2,618 -1,200	-31%	-$104K	0.07%	100
2025 Q1	$325K	Buy	3,818 +1,115	+41%	+$99.4K	0.12%	99
2024 Q4	$239K	Hold	2,703	–	–	0.09%	100
2024 Q3	$238K	Buy	+2,703	New	+$228K	0.09%	105
2022 Q2	–	Sell	-2,400	Closed	-$187K	–	207
2022 Q1	$187K	Hold	2,400	–	–	0.12%	102
2021 Q4	$199K	Hold	2,400	–	–	0.13%	96
2021 Q3	$188K	Hold	2,400	–	–	0.14%	94
2021 Q2	$190K	Buy	+2,400	New	+$186K	0.15%	90

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

Alaethes Wealth's IWR Position: Q1 2026 in Review

Alaethes Wealth increased its iShares Russell Mid-Cap ETF (IWR) stake by 4.6% in Q1 2026, buying an estimated $12K and bringing the position to 2,738 shares worth $266K. The position accounts for 0.08% of the portfolio, ranked #108.

Alaethes Wealth first reported a position in IWR in Q2 2021 and has held it in 11 quarters since. The position peaked at $325K in Q1 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Alaethes Wealth held 2,738 shares of iShares Russell Mid-Cap ETF worth $266K as of Q1 2026.
Alaethes Wealth bought 120 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $12K.
iShares Russell Mid-Cap ETF made up 0.08% of Alaethes Wealth's portfolio in Q1 2026, its #108 holding.
Alaethes Wealth first reported a position in iShares Russell Mid-Cap ETF in Q2 2021 and has held it in 11 quarters since.
Alaethes Wealth's iShares Russell Mid-Cap ETF position peaked at $325K in Q1 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Alaethes Wealth's 13F filing for Q1 2026, filed 12 May 2026.