Ashton Thomas Private Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Ashton Thomas Private 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 Q2	$18.4M	Buy	166,906 +8,780	+6%	+$923K	0.38%	59
2026 Q1	$15.4M	Sell	158,126 -1,234	-0.8%	-$123K	0.36%	64
2025 Q4	$15.3M	Buy	159,360 +824	+0.5%	+$79.2K	0.37%	59
2025 Q3	$15.3M	Buy	158,536 +59,726	+60%	+$5.66M	0.4%	55
2025 Q2	$9.09M	Sell	98,810 -46,538	-32%	-$4.02M	0.32%	71
2025 Q1	$12.4M	Buy	145,348 +11,563	+9%	+$1.03M	0.47%	48
2024 Q4	$11.8M	Buy	133,785 +4,991	+4%	+$453K	0.46%	46
2024 Q3	$11.4M	Sell	128,794 -1,055	-0.8%	-$88.9K	0.6%	36
2024 Q2	$10.5M	Buy	129,849 +3,142	+2%	+$256K	0.58%	39
2024 Q1	$10.7M	Buy	126,707 +11,174	+10%	+$885K	0.61%	34
2023 Q4	$8.98M	Buy	115,533 +712	+0.6%	+$50.6K	0.56%	35
2023 Q3	$7.95M	Buy	114,821 +1,873	+2%	+$137K	0.58%	33
2023 Q2	$8.25M	Buy	112,948 +11,107	+11%	+$773K	0.63%	28
2023 Q1	$7.12M	Buy	101,841 +12,285	+14%	+$867K	0.62%	31
2022 Q4	$6.04M	Sell	89,556 -4,180	-4%	-$282K	0.6%	40
2022 Q3	$5.83M	Sell	93,736 -9,115	-9%	-$627K	0.66%	30
2022 Q2	$6.65M	Buy	102,851 +7,451	+8%	+$530K	0.72%	25
2022 Q1	$7.45M	Buy	95,400 +17,736	+23%	+$1.37M	0.65%	29
2021 Q4	$6.45M	Buy	77,664 +4,936	+7%	+$405K	0.63%	36
2021 Q3	$5.69M	Sell	72,728 -994	-1%	-$79.6K	0.82%	26
2021 Q2	$5.84M	Sell	73,722 -1,443	-2%	-$112K	0.89%	23
2021 Q1	$5.56M	Sell	75,165 -10,010	-12%	-$724K	0.94%	21
2020 Q4	$5.84M	Sell	85,175 -1,350	-2%	-$86K	1.11%	13
2020 Q3	$4.96M	Sell	86,525 -603	-0.7%	-$34.3K	1.25%	13
2020 Q2	$4.67M	Sell	87,128 -2,570	-3%	-$129K	1.39%	9
2020 Q1	$3.87M	Sell	89,698 -26,870	-23%	-$1.48M	1.58%	10
2019 Q4	$6.95M	Buy	+116,568	New	+$6.69M	2.29%	4

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

Ashton Thomas Private Wealth's IWR Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its iShares Russell Mid-Cap ETF (IWR) stake by 5.6% in Q2 2026, buying an estimated $923K and bringing the position to 166,906 shares worth $18.4M. The position accounts for 0.38% of the portfolio, ranked #59.

Ashton Thomas Private Wealth first reported a position in IWR in Q4 2019 and has held it in 27 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Ashton Thomas Private Wealth held 166,906 shares of iShares Russell Mid-Cap ETF worth $18.4M as of Q2 2026.
Ashton Thomas Private Wealth bought 8,780 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $923K.
iShares Russell Mid-Cap ETF made up 0.38% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #59 holding.
Ashton Thomas Private Wealth first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.