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Bright Futures Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bright Futures 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
Q2 		$230K Sell
2,084
-377
-15% -$39.7K 0.15% 173
2026
Q1 		$239K Sell
2,461
-51
-2% -$5.09K 0.16% 153
2025
Q4 		$242K Hold
2,512
– – 0.18% 128
2025
Q3 		$243K Buy
+2,512
New +$238K 0.19% 124

Other funds holding IWR

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Bright Futures Wealth Management's IWR Position: Q2 2026 in Review

Bright Futures Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 15% in Q2 2026, selling an estimated $39.7K and leaving 2,084 shares worth $230K. The position accounts for 0.15% of the portfolio, ranked #173.

Bright Futures Wealth Management first reported a position in IWR in Q3 2025 and has held it in 4 quarters since. The position peaked at $243K in Q3 2025. 1,087 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Bright Futures Wealth Management held 2,084 shares of iShares Russell Mid-Cap ETF worth $230K as of Q2 2026.
  • Bright Futures Wealth Management sold 377 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $39.7K.
  • iShares Russell Mid-Cap ETF made up 0.15% of Bright Futures Wealth Management's portfolio in Q2 2026, its #173 holding.
  • Bright Futures Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • Bright Futures Wealth Management's iShares Russell Mid-Cap ETF position peaked at $243K in Q3 2025.
  • 1,087 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.