Bernardo Wealth Planning’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bernardo Wealth Planning’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	$388K	Hold	3,519	–	–	0.07%	93
2026 Q1	$342K	Hold	3,519	–	–	0.07%	91
2025 Q4	$339K	Sell	3,519 -286	-8%	-$27.5K	0.06%	96
2025 Q3	$367K	Sell	3,805 -32	-0.8%	-$3.03K	0.07%	85
2025 Q2	$353K	Hold	3,837	–	–	0.08%	85
2025 Q1	$326K	Sell	3,837 -74	-2%	-$6.6K	0.08%	84
2024 Q4	$343K	Hold	3,911	–	–	0.08%	80
2024 Q3	$351K	Sell	3,911 -221	-5%	-$18.6K	0.09%	81
2024 Q2	$335K	Hold	4,132	–	–	0.09%	72
2024 Q1	$347K	Sell	4,132 -232	-5%	-$18.4K	0.1%	72
2023 Q4	$339K	Sell	4,364 -274	-6%	-$19.5K	0.11%	67
2023 Q3	$321K	Sell	4,638 -337	-7%	-$24.6K	0.13%	65
2023 Q2	$363K	Sell	4,975 -409	-8%	-$28.4K	0.14%	59
2023 Q1	$376K	Buy	5,384 +45	+0.8%	+$3.18K	0.16%	59
2022 Q4	$360K	Buy	5,339 +3	+0.1%	+$202	0.17%	60
2022 Q3	$342K	Buy	5,336 +3	+0.1%	+$206	0.19%	58
2022 Q2	$344K	Sell	5,333 -55	-1%	-$3.92K	0.2%	57
2022 Q1	$420K	Sell	5,388 -53	-1%	-$4.08K	0.21%	56
2021 Q4	$451K	Buy	5,441 +5	+0.1%	+$410	0.22%	53
2021 Q3	$425K	Sell	5,436 -575	-10%	-$46.1K	0.25%	48
2021 Q2	$476K	Buy	6,011 +701	+13%	+$54.4K	0.29%	46
2021 Q1	$392K	Sell	5,310 -576	-10%	-$41.6K	0.25%	50
2020 Q4	$403K	Sell	5,886 -220	-4%	-$14K	0.16%	113
2020 Q3	$350K	Sell	6,106 -443	-7%	-$25.2K	0.16%	106
2020 Q2	$351K	Sell	6,549 -2,685	-29%	-$135K	0.19%	100
2020 Q1	$398K	Sell	9,234 -1,612	-15%	-$88.7K	0.28%	90
2019 Q4	$646K	Sell	10,846 -392	-3%	-$22.5K	0.39%	59
2019 Q3	$628K	Sell	11,238 -25,833	-70%	-$1.44M	0.45%	50
2019 Q2	$2.07M	Buy	37,071 +231	+0.6%	+$12.7K	1.62%	14
2019 Q1	$1.99M	Sell	36,840 -1,186	-3%	-$61.4K	1.57%	13
2018 Q4	$1.77M	Buy	+38,026	New	+$1.92M	1.56%	12

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

Bernardo Wealth Planning's IWR Position: Q2 2026 in Review

Bernardo Wealth Planning held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 3,519 shares worth $388K. The position accounts for 0.07% of the portfolio, ranked #93.

Bernardo Wealth Planning first reported a position in IWR in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.07M in Q2 2019. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Bernardo Wealth Planning held 3,519 shares of iShares Russell Mid-Cap ETF worth $388K as of Q2 2026.
Bernardo Wealth Planning left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.07% of Bernardo Wealth Planning's portfolio in Q2 2026, its #93 holding.
Bernardo Wealth Planning first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
Bernardo Wealth Planning's iShares Russell Mid-Cap ETF position peaked at $2.07M in Q2 2019.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.