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

BIP Wealth’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 		$999K Buy
9,059
+802
+10% +$84.4K 0.03% 262
2026
Q1 		$803K Sell
8,257
-41
-0.5% -$4.1K 0.03% 231
2025
Q4 		$799K Hold
8,298
– – 0.03% 236
2025
Q3 		$801K Sell
8,298
-18
-0.2% -$1.71K 0.04% 140
2025
Q2 		$765K Buy
8,316
+30
+0.4% +$2.59K 0.05% 121
2025
Q1 		$705K Buy
8,286
+16
+0.2% +$1.43K 0.05% 124
2024
Q4 		$731K Sell
8,270
-51
-0.6% -$4.63K 0.05% 126
2024
Q3 		$733K Sell
8,321
-176
-2% -$14.8K 0.05% 109
2024
Q2 		$689K Sell
8,497
-1,485
-15% -$121K 0.06% 95
2024
Q1 		$839K Buy
9,982
+443
+5% +$35.1K 0.06% 93
2023
Q4 		$741K Sell
9,539
-42
-0.4% -$2.98K 0.06% 89
2023
Q3 		$663K Sell
9,581
-346
-3% -$25.2K 0.06% 89
2023
Q2 		$725K Sell
9,927
-499
-5% -$34.7K 0.06% 88
2023
Q1 		$729K Buy
+10,426
New +$736K 0.08% 89

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BIP Wealth's IWR Position: Q2 2026 in Review

BIP Wealth increased its iShares Russell Mid-Cap ETF (IWR) stake by 9.7% in Q2 2026, buying an estimated $84.4K and bringing the position to 9,059 shares worth $999K. The position accounts for 0.03% of the portfolio, ranked #262.

BIP Wealth first reported a position in IWR in Q1 2023 and has held it in 14 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • BIP Wealth held 9,059 shares of iShares Russell Mid-Cap ETF worth $999K as of Q2 2026.
  • BIP Wealth bought 802 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $84.4K.
  • iShares Russell Mid-Cap ETF made up 0.03% of BIP Wealth's portfolio in Q2 2026, its #262 holding.
  • BIP Wealth first reported a position in iShares Russell Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.