Chokshi & Queen Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Chokshi & Queen Wealth Advisors’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	$2.9M	Sell	26,257 -222	-0.8%	-$23.3K	1.34%	12
2026 Q1	$2.57M	Buy	26,479 +108	+0.4%	+$10.8K	1.38%	13
2025 Q4	$2.54M	Sell	26,371 -1,873	-7%	-$180K	1.33%	14
2025 Q3	$2.73M	Sell	28,244 -1,733	-6%	-$164K	1.44%	13
2025 Q2	$2.76M	Sell	29,977 -466	-2%	-$40.3K	1.58%	13
2025 Q1	$2.59M	Sell	30,443 -1,860	-6%	-$166K	1.58%	14
2024 Q4	$2.86M	Buy	+32,303	New	+$2.93M	1.77%	12

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

Chokshi & Queen Wealth Advisors's IWR Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.84% in Q2 2026, selling an estimated $23.3K and leaving 26,257 shares worth $2.9M. The position accounts for 1.34% of the portfolio, ranked #12.

Chokshi & Queen Wealth Advisors first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Chokshi & Queen Wealth Advisors held 26,257 shares of iShares Russell Mid-Cap ETF worth $2.9M as of Q2 2026.
Chokshi & Queen Wealth Advisors sold 222 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $23.3K.
iShares Russell Mid-Cap ETF made up 1.34% of Chokshi & Queen Wealth Advisors's portfolio in Q2 2026, its #12 holding.
Chokshi & Queen Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.