Axxcess Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Axxcess Wealth 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 Q1	–	Sell	-124,264	Closed	-$12M	–	718
2025 Q4	$12M	Buy	+124,264	New	+$11.9M	0.21%	96
2024 Q4	–	Sell	-12,090	Closed	-$1.07M	–	899
2024 Q3	$1.07M	Sell	12,090 -52	-0.4%	-$4.38K	0.03%	383
2024 Q2	$984K	Hold	12,142	–	–	0.03%	380
2024 Q1	$1.02M	Buy	12,142 +3,030	+33%	+$240K	0.03%	368
2023 Q4	$708K	Hold	9,112	–	–	0.02%	425
2023 Q3	$631K	Buy	+9,112	New	+$665K	0.02%	414
2022 Q3	–	Sell	-3,135	Closed	-$203K	–	586
2022 Q2	$203K	Hold	3,135	–	–	0.02%	492
2022 Q1	$245K	Buy	3,135 +560	+22%	+$43.1K	0.02%	530
2021 Q4	$214K	Buy	+2,575	New	+$211K	0.02%	575

Other funds holding IWR

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return