American Money Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

American Money 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	$309K	Hold	2,800	–	–	0.04%	141
2026 Q1	$272K	Hold	2,800	–	–	0.04%	141
2025 Q4	$270K	Hold	2,800	–	–	0.04%	141
2025 Q3	$270K	Hold	2,800	–	–	0.05%	128
2025 Q2	$258K	Hold	2,800	–	–	0.05%	129
2025 Q1	$238K	Hold	2,800	–	–	0.05%	125
2024 Q4	$248K	Hold	2,800	–	–	0.05%	127
2024 Q3	$247K	Hold	2,800	–	–	0.05%	130
2024 Q2	$227K	Hold	2,800	–	–	0.05%	128
2024 Q1	$235K	Hold	2,800	–	–	0.05%	130
2023 Q4	$218K	Buy	+2,800	New	+$199K	0.05%	130
2023 Q3	–	Sell	-2,800	Closed	-$204K	–	135
2023 Q2	$204K	Buy	+2,800	New	+$195K	0.05%	136
2022 Q2	–	Sell	-2,800	Closed	-$219K	–	138
2022 Q1	$219K	Hold	2,800	–	–	0.06%	133
2021 Q4	$232K	Hold	2,800	–	–	0.06%	131
2021 Q3	$219K	Buy	+2,800	New	+$224K	0.06%	134

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

American Money Management's IWR Position: Q2 2026 in Review

American Money Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 2,800 shares worth $309K. The position accounts for 0.04% of the portfolio, ranked #141.

American Money Management first reported a position in IWR in Q3 2021 and has held it in 15 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

American Money Management held 2,800 shares of iShares Russell Mid-Cap ETF worth $309K as of Q2 2026.
American Money Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.04% of American Money Management's portfolio in Q2 2026, its #141 holding.
American Money Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2021 and has held it in 15 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on American Money Management's 13F filing for Q2 2026, filed 13 Aug 2026.