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

BankPlus 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 Q3	$2.28M	Sell	21,351 -823	-4%	-$91.1K	1%	19
2026 Q2	$2.45M	Sell	22,174 -266	-1%	-$28K	1.1%	18
2026 Q1	$2.18M	Buy	22,440 +1,234	+6%	+$123K	1.13%	17
2025 Q4	$2.04M	Buy	21,206 +498	+2%	+$47.9K	1.13%	16
2025 Q3	$2M	Buy	20,708 +409	+2%	+$38.8K	1.18%	16
2025 Q2	$1.87M	Sell	20,299 -66	-0.3%	-$5.7K	1.24%	13
2025 Q1	$1.73M	Sell	20,365 -2,632	-11%	-$235K	1.27%	12
2024 Q4	$2.03M	Buy	+22,997	New	+$2.09M	1.52%	15

Other funds holding IWR

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

BankPlus Wealth Management's IWR Position: Q3 2026 in Review

BankPlus Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3.7% in Q3 2026, selling an estimated $91.1K and leaving 21,351 shares worth $2.28M. The position accounts for 1% of the portfolio, ranked #19.

BankPlus Wealth Management first reported a position in IWR in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.45M in Q2 2026. 1,151 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

BankPlus Wealth Management held 21,351 shares of iShares Russell Mid-Cap ETF worth $2.28M as of Q3 2026.
BankPlus Wealth Management sold 823 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $91.1K.
iShares Russell Mid-Cap ETF made up 1% of BankPlus Wealth Management's portfolio in Q3 2026, its #19 holding.
BankPlus Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
BankPlus Wealth Management's iShares Russell Mid-Cap ETF position peaked at $2.45M in Q2 2026.
1,151 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on BankPlus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.