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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

BankPlus Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.2% in Q2 2026, selling an estimated $28K and leaving 22,174 shares worth $2.45M. The position accounts for 1.1% of the portfolio, ranked #18.

BankPlus Wealth Management first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. 812 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

BankPlus Wealth Management held 22,174 shares of iShares Russell Mid-Cap ETF worth $2.45M as of Q2 2026.
BankPlus Wealth Management sold 266 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $28K.
iShares Russell Mid-Cap ETF made up 1.1% of BankPlus Wealth Management's portfolio in Q2 2026, its #18 holding.
BankPlus Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
812 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.