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

Atlantic 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 Q1	$45.3K	Hold	466	–	–	0.03%	133
2025 Q4	$44.9K	Hold	466	–	–	0.03%	125
2025 Q3	$45K	Hold	466	–	–	0.03%	108
2025 Q2	$42.9K	Buy	+466	New	+$40.3K	0.03%	109

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

Atlantic Private Wealth's IWR Position: Q1 2026 in Review

Atlantic Private Wealth held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 466 shares worth $45.3K. The position accounts for 0.03% of the portfolio, ranked #133.

Atlantic Private Wealth first reported a position in IWR in Q2 2025 and has held it in 4 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Atlantic Private Wealth held 466 shares of iShares Russell Mid-Cap ETF worth $45.3K as of Q1 2026.
Atlantic Private Wealth left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.03% of Atlantic Private Wealth's portfolio in Q1 2026, its #133 holding.
Atlantic Private Wealth first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and has held it in 4 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.