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 Q2	$51.4K	Hold	466	–	–	0.03%	125
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 $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

Atlantic Private Wealth's IWR Position: Q2 2026 in Review

Atlantic Private Wealth held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 466 shares worth $51.4K. The position accounts for 0.03% of the portfolio, ranked #125.

Atlantic Private Wealth first reported a position in IWR in Q2 2025 and has held it in 5 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Atlantic Private Wealth held 466 shares of iShares Russell Mid-Cap ETF worth $51.4K as of Q2 2026.
Atlantic Private Wealth left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.03% of Atlantic Private Wealth's portfolio in Q2 2026, its #125 holding.
Atlantic Private Wealth first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.