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

Axis Wealth Partners’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 		$711K Buy
6,446
+164
+3% +$17.2K 0.34% 77
2026
Q1 		$611K Buy
6,282
+108
+2% +$10.8K 0.32% 84
2025
Q4 		$594K Sell
6,174
-245
-4% -$23.6K 0.33% 84
2025
Q3 		$620K Sell
6,419
-22,283
-78% -$2.11M 0.36% 74
2025
Q2 		$2.64M Buy
28,702
+1,009
+4% +$87.2K 1.73% 16
2025
Q1 		$2.36M Buy
27,693
+3,441
+14% +$307K 1.74% 17
2024
Q4 		$2.14M Buy
+24,252
New +$2.2M 1.81% 14

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Axis Wealth Partners's IWR Position: Q2 2026 in Review

Axis Wealth Partners increased its iShares Russell Mid-Cap ETF (IWR) stake by 2.6% in Q2 2026, buying an estimated $17.2K and bringing the position to 6,446 shares worth $711K. The position accounts for 0.34% of the portfolio, ranked #77.

Axis Wealth Partners first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.64M in Q2 2025. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Axis Wealth Partners held 6,446 shares of iShares Russell Mid-Cap ETF worth $711K as of Q2 2026.
  • Axis Wealth Partners bought 164 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $17.2K.
  • iShares Russell Mid-Cap ETF made up 0.34% of Axis Wealth Partners's portfolio in Q2 2026, its #77 holding.
  • Axis Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Axis Wealth Partners's iShares Russell Mid-Cap ETF position peaked at $2.64M in Q2 2025.
  • 1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.