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 Q2	$14.1M	Buy	+128,033	New	+$13.5M	0.22%	93
2026 Q1	–	Sell	-124,264	Closed	-$12M	–	710
2025 Q4	$12M	Buy	+124,264	New	+$11.9M	0.21%	96
2024 Q4	–	Sell	-12,090	Closed	-$1.07M	–	898
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	–	585
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 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

Axxcess Wealth Management's IWR Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 128,033 shares worth $14.1M. The stake represents 0.22% of the portfolio and ranks #93 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in IWR as recently as Q4 2025.

Axxcess Wealth Management first reported a position in IWR in Q4 2021 and has held it in 10 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Axxcess Wealth Management held 128,033 shares of iShares Russell Mid-Cap ETF worth $14.1M as of Q2 2026.
iShares Russell Mid-Cap ETF was a new Axxcess Wealth Management position in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.22% of Axxcess Wealth Management's portfolio in Q2 2026, its #93 holding.
Axxcess Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 10 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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