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 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 $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

Chokshi & Queen Wealth Advisors's IWR Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.41% in Q1 2026, buying an estimated $10.8K and bringing the position to 26,479 shares worth $2.57M. The position accounts for 1.38% of the portfolio, ranked #13.

Chokshi & Queen Wealth Advisors first reported a position in IWR in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.86M in Q4 2024. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Chokshi & Queen Wealth Advisors held 26,479 shares of iShares Russell Mid-Cap ETF worth $2.57M as of Q1 2026.
Chokshi & Queen Wealth Advisors bought 108 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $10.8K.
iShares Russell Mid-Cap ETF made up 1.38% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #13 holding.
Chokshi & Queen Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Chokshi & Queen Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $2.86M in Q4 2024.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.