Cassaday & Co Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Cassaday & Co 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	$1.25M	Sell	11,329 -1,275	-10%	-$134K	0.02%	136
2026 Q1	$1.23M	Buy	12,604 +1,275	+11%	+$127K	0.03%	122
2025 Q4	$1.09M	Hold	11,329	–	–	0.02%	132
2025 Q3	$1.09M	Hold	11,329	–	–	0.03%	126
2025 Q2	$1.04M	Hold	11,329	–	–	0.03%	126
2025 Q1	$964K	Hold	11,329	–	–	0.03%	122
2024 Q4	$1M	Hold	11,329	–	–	0.03%	119
2024 Q3	$999K	Sell	11,329 -223	-2%	-$18.8K	0.03%	112
2024 Q2	$937K	Buy	11,552 +223	+2%	+$18.1K	0.03%	109
2024 Q1	$953K	Buy	11,329 +104	+0.9%	+$8.24K	0.03%	107
2023 Q4	$873K	Hold	11,225	–	–	0.03%	106
2023 Q3	$777K	Hold	11,225	–	–	0.03%	105
2023 Q2	$820K	Hold	11,225	–	–	0.03%	110
2023 Q1	$785K	Sell	11,225 -1,477	-12%	-$104K	0.03%	116
2022 Q4	$857K	Buy	+12,702	New	+$856K	0.04%	104

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

Cassaday & Co Wealth Management's IWR Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 10% in Q2 2026, selling an estimated $134K and leaving 11,329 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #136.

Cassaday & Co Wealth Management first reported a position in IWR in Q4 2022 and has held it in 15 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Cassaday & Co Wealth Management held 11,329 shares of iShares Russell Mid-Cap ETF worth $1.25M as of Q2 2026.
Cassaday & Co Wealth Management sold 1,275 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $134K.
iShares Russell Mid-Cap ETF made up 0.02% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #136 holding.
Cassaday & Co Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.