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 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 $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

Cassaday & Co Wealth Management's IWR Position: Q1 2026 in Review

Cassaday & Co Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 11% in Q1 2026, buying an estimated $127K and bringing the position to 12,604 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #122.

Cassaday & Co Wealth Management first reported a position in IWR in Q4 2022 and has held it in 14 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Cassaday & Co Wealth Management held 12,604 shares of iShares Russell Mid-Cap ETF worth $1.23M as of Q1 2026.
Cassaday & Co Wealth Management bought 1,275 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $127K.
iShares Russell Mid-Cap ETF made up 0.03% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #122 holding.
Cassaday & Co Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.