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

Bogart Wealth LLC’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 		$93.6K Buy
849
+1
+0.1% +$105 ﹤0.01% 394
2026
Q1 		$82.4K Sell
848
-17
-2% -$1.7K ﹤0.01% 385
2025
Q4 		$83.2K Buy
865
+2
+0.2% +$192 ﹤0.01% 359
2025
Q3 		$83.4K Buy
863
+13
+2% +$1.23K ﹤0.01% 351
2025
Q2 		$78.2K Sell
850
-840
-50% -$72.6K ﹤0.01% 358
2025
Q1 		$144K Sell
1,690
-48
-3% -$4.28K 0.01% 258
2024
Q4 		$154K Buy
1,738
+57
+3% +$5.17K 0.01% 247
2024
Q3 		$148K Buy
1,681
+181
+12% +$15.3K 0.01% 249
2024
Q2 		$122K Buy
1,500
+7
+0.5% +$570 0.01% 271
2024
Q1 		$126K Buy
1,493
+15
+1% +$1.19K 0.01% 246
2023
Q4 		$115K Buy
1,478
+420
+40% +$29.8K 0.01% 252
2023
Q3 		$73.3K Buy
1,058
+16
+2% +$1.17K ﹤0.01% 283
2023
Q2 		$76.1K Buy
1,042
+825
+380% +$57.4K ﹤0.01% 272
2023
Q1 		$15.1K Buy
217
+1
+0.5% +$71 ﹤0.01% 517
2022
Q4 		$14.6K Sell
216
-34
-14% -$2.29K ﹤0.01% 486
2022
Q3 		$16K Sell
250
-325
-57% -$22.4K ﹤0.01% 464
2022
Q2 		$37K Buy
575
+363
+171% +$25.8K ﹤0.01% 329
2022
Q1 		$17K Hold
212
– – ﹤0.01% 413
2021
Q4 		$18K Buy
212
+26
+14% +$2.13K ﹤0.01% 387
2021
Q3 		$15K Hold
186
– – ﹤0.01% 398
2021
Q2 		$15K Buy
186
+1
+0.5% +$78 ﹤0.01% 386
2021
Q1 		$14K Buy
185
+19
+11% +$1.37K ﹤0.01% 369
2020
Q4 		$11K Buy
166
+1
+0.6% +$64 ﹤0.01% 307
2020
Q3 		$9K Buy
+165
New +$9.39K ﹤0.01% 313

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

Bogart Wealth LLC's IWR Position: Q2 2026 in Review

Bogart Wealth LLC increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.12% in Q2 2026, buying an estimated $105 and bringing the position to 849 shares worth $93.6K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Bogart Wealth LLC first reported a position in IWR in Q3 2020 and has held it in 24 quarters since. The position peaked at $154K in Q4 2024. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Bogart Wealth LLC held 849 shares of iShares Russell Mid-Cap ETF worth $93.6K as of Q2 2026.
  • Bogart Wealth LLC bought 1 iShares Russell Mid-Cap ETF share in Q2 2026, an estimated $105.
  • iShares Russell Mid-Cap ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #394 holding.
  • Bogart Wealth LLC first reported a position in iShares Russell Mid-Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • Bogart Wealth LLC's iShares Russell Mid-Cap ETF position peaked at $154K in Q4 2024.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.