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

Castle 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	$547K	Hold	4,960	–	–	0.16%	82
2026 Q1	$482K	Hold	4,960	–	–	0.16%	82
2025 Q4	$478K	Hold	4,960	–	–	0.16%	83
2025 Q3	$479K	Hold	4,960	–	–	0.16%	78
2025 Q2	$456K	Hold	4,960	–	–	0.17%	79
2025 Q1	$422K	Hold	4,960	–	–	0.17%	85
2024 Q4	$438K	Hold	4,960	–	–	0.17%	85
2024 Q3	$437K	Hold	4,960	–	–	0.17%	83
2024 Q2	$402K	Hold	4,960	–	–	0.19%	91
2024 Q1	$417K	Sell	4,960 -120	-2%	-$9.51K	0.22%	92
2023 Q4	$395K	Hold	5,080	–	–	0.24%	90
2023 Q3	$353K	Hold	5,080	–	–	0.25%	84
2023 Q2	$371K	Hold	5,080	–	–	0.26%	80
2023 Q1	$355K	Hold	5,080	–	–	0.28%	77
2022 Q4	$343K	Hold	5,080	–	–	0.22%	77
2022 Q3	$316K	Hold	5,080	–	–	0.19%	80
2022 Q2	$328K	Buy	+5,080	New	+$362K	0.19%	81

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

Castle Wealth Management's IWR Position: Q2 2026 in Review

Castle Wealth Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 4,960 shares worth $547K. The position accounts for 0.16% of the portfolio, ranked #82.

Castle Wealth Management first reported a position in IWR in Q2 2022 and has held it in 17 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Castle Wealth Management held 4,960 shares of iShares Russell Mid-Cap ETF worth $547K as of Q2 2026.
Castle Wealth Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.16% of Castle Wealth Management's portfolio in Q2 2026, its #82 holding.
Castle Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.