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

Brady Family 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	$815K	Hold	7,390	–	–	0.24%	68
2026 Q1	$719K	Sell	7,390 -7	-0.1%	-$699	0.22%	70
2025 Q4	$712K	Hold	7,397	–	–	0.22%	69
2025 Q3	$714K	Sell	7,397 -6	-0.1%	-$569	0.22%	70
2025 Q2	$681K	Hold	7,403	–	–	0.21%	75
2025 Q1	$630K	Sell	7,403 -280	-4%	-$25K	0.2%	76
2024 Q4	$679K	Hold	7,683	–	–	0.21%	75
2024 Q3	$677K	Hold	7,683	–	–	0.2%	77
2024 Q2	$623K	Buy	7,683 +15	+0.2%	+$1.22K	0.2%	77
2024 Q1	$645K	Sell	7,668 -78	-1%	-$6.18K	0.21%	75
2023 Q4	$602K	Buy	7,746 +53	+0.7%	+$3.77K	0.21%	75
2023 Q3	$533K	Hold	7,693	–	–	0.21%	75
2023 Q2	$562K	Sell	7,693 -57	-0.7%	-$3.96K	0.21%	75
2023 Q1	$542K	Buy	7,750 +22	+0.3%	+$1.55K	0.21%	78
2022 Q4	$521K	Buy	+7,728	New	+$521K	0.22%	79

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

Brady Family Wealth's IWR Position: Q2 2026 in Review

Brady Family Wealth held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 7,390 shares worth $815K. The position accounts for 0.24% of the portfolio, ranked #68.

Brady Family Wealth first reported a position in IWR in Q4 2022 and has held it in 15 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Brady Family Wealth held 7,390 shares of iShares Russell Mid-Cap ETF worth $815K as of Q2 2026.
Brady Family Wealth left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.24% of Brady Family Wealth's portfolio in Q2 2026, its #68 holding.
Brady Family Wealth first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.