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

BCS Private 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	$491K	Hold	5,050	–	–	0.15%	114
2025 Q4	$486K	Sell	5,050 -220	-4%	-$21.2K	0.17%	99
2025 Q3	$509K	Hold	5,270	–	–	0.18%	91
2025 Q2	$485K	Buy	+5,270	New	+$455K	0.18%	85

Other funds holding IWR

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BCS Private Wealth Management's IWR Position: Q1 2026 in Review

BCS Private Wealth Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 5,050 shares worth $491K. The position accounts for 0.15% of the portfolio, ranked #114.

BCS Private Wealth Management first reported a position in IWR in Q2 2025 and has held it in 4 quarters since. The position peaked at $509K in Q3 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

BCS Private Wealth Management held 5,050 shares of iShares Russell Mid-Cap ETF worth $491K as of Q1 2026.
BCS Private Wealth Management left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.15% of BCS Private Wealth Management's portfolio in Q1 2026, its #114 holding.
BCS Private Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and has held it in 4 quarters since.
BCS Private Wealth Management's iShares Russell Mid-Cap ETF position peaked at $509K in Q3 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.