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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
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 $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BIP Wealth's IWR Position: Q1 2026 in Review

BIP Wealth reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.49% in Q1 2026, selling an estimated $4.1K and leaving 8,257 shares worth $803K. The position accounts for 0.03% of the portfolio, ranked #231.

BIP Wealth first reported a position in IWR in Q1 2023 and has held it in 13 quarters since. The position peaked at $839K in Q1 2024. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • BIP Wealth held 8,257 shares of iShares Russell Mid-Cap ETF worth $803K as of Q1 2026.
  • BIP Wealth sold 41 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $4.1K.
  • iShares Russell Mid-Cap ETF made up 0.03% of BIP Wealth's portfolio in Q1 2026, its #231 holding.
  • BIP Wealth first reported a position in iShares Russell Mid-Cap ETF in Q1 2023 and has held it in 13 quarters since.
  • BIP Wealth's iShares Russell Mid-Cap ETF position peaked at $839K in Q1 2024.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.