Blue Rock Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Blue Rock 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	$209K	Buy	+2,149	New	+$215K	0.13%	96

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

Blue Rock Wealth Management's IWR Position: Q1 2026 in Review

Blue Rock Wealth Management opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q1 2026: 2,149 shares worth $209K. The stake represents 0.13% of the portfolio and ranks #96 among its holdings.

1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Blue Rock Wealth Management held 2,149 shares of iShares Russell Mid-Cap ETF worth $209K as of Q1 2026.
iShares Russell Mid-Cap ETF was a new Blue Rock Wealth Management position in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.13% of Blue Rock Wealth Management's portfolio in Q1 2026, its #96 holding.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Blue Rock Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.