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Cedrus Wealth Group LLC’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Cedrus Wealth Group LLC’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 		– Sell
-10,178
Closed -$990K – 57
2026
Q1 		$990K Buy
10,178
+1,230
+14% +$123K 1.1% 22
2025
Q4 		$861K Buy
+8,948
New +$860K 0.79% 27

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cedrus Wealth Group LLC's IWR Position: Q2 2026 in Review

Cedrus Wealth Group LLC sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2026, closing a stake of 10,178 shares — an estimated $990K sold.

Cedrus Wealth Group LLC first reported a position in IWR in Q4 2025 and held it in 2 quarters. The position peaked at $990K in Q1 2026. 1,582 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Cedrus Wealth Group LLC reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Cedrus Wealth Group LLC sold 10,178 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $990K.
  • Cedrus Wealth Group LLC first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and held it in 2 quarters.
  • Cedrus Wealth Group LLC's iShares Russell Mid-Cap ETF position peaked at $990K in Q1 2026.
  • 1,582 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Cedrus Wealth Group LLC's 13F filing for Q2 2026, filed 30 Jul 2026.