Cassia Capital Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Cassia Capital Partners’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	$672K	Buy	6,915 +337	+5%	+$33.7K	0.35%	54
2025 Q4	$633K	Sell	6,578 -260	-4%	-$25K	0.34%	53
2025 Q3	$660K	Sell	6,838 -452	-6%	-$42.8K	0.36%	51
2025 Q2	$670K	Sell	7,290 -57	-0.8%	-$4.92K	0.4%	48
2025 Q1	$625K	Sell	7,347 -545	-7%	-$48.6K	0.39%	49
2024 Q4	$698K	Buy	7,892 +3,328	+73%	+$302K	0.44%	43
2024 Q3	$402K	Hold	4,564	–	–	0.27%	52
2024 Q2	$370K	Hold	4,564	–	–	0.24%	52
2024 Q1	$384K	Hold	4,564	–	–	0.26%	55
2023 Q4	$355K	Hold	4,564	–	–	0.29%	52
2023 Q3	$316K	Hold	4,564	–	–	0.26%	53
2023 Q2	$333K	Hold	4,564	–	–	0.26%	53
2023 Q1	$319K	Hold	4,564	–	–	0.26%	41
2022 Q4	$308K	Hold	4,564	–	–	0.25%	43
2022 Q3	$284K	Hold	4,564	–	–	0.26%	32
2022 Q2	$295K	Hold	4,564	–	–	0.29%	34
2022 Q1	$356K	Hold	4,564	–	–	0.29%	30
2021 Q4	$379K	Buy	+4,564	New	+$375K	0.25%	27
2021 Q3	–	Sell	-4,876	Closed	-$386K	–	116
2021 Q2	$386K	Hold	4,876	–	–	0.29%	18
2021 Q1	$360K	Hold	4,876	–	–	0.33%	16
2020 Q4	$334K	Buy	+4,876	New	+$311K	0.32%	17

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

Cassia Capital Partners's IWR Position: Q1 2026 in Review

Cassia Capital Partners increased its iShares Russell Mid-Cap ETF (IWR) stake by 5.1% in Q1 2026, buying an estimated $33.7K and bringing the position to 6,915 shares worth $672K. The position accounts for 0.35% of the portfolio, ranked #54.

Cassia Capital Partners first reported a position in IWR in Q4 2020 and has held it in 21 quarters since. The position peaked at $698K in Q4 2024. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Cassia Capital Partners held 6,915 shares of iShares Russell Mid-Cap ETF worth $672K as of Q1 2026.
Cassia Capital Partners bought 337 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $33.7K.
iShares Russell Mid-Cap ETF made up 0.35% of Cassia Capital Partners's portfolio in Q1 2026, its #54 holding.
Cassia Capital Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 21 quarters since.
Cassia Capital Partners's iShares Russell Mid-Cap ETF position peaked at $698K in Q4 2024.
1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Cassia Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.