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

Circle 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	$1.02M	Buy	9,249 +2	+0%	+$210	0.01%	149
2026 Q1	$899K	Buy	9,247 +3	+0%	+$300	0.01%	151
2025 Q4	$890K	Buy	9,244 +4	+0%	+$385	0.01%	148
2025 Q3	$892K	Buy	+9,240	New	+$876K	0.02%	130

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

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

Circle Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.02% in Q2 2026, buying an estimated $210 and bringing the position to 9,249 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #149.

Circle Wealth Management first reported a position in IWR in Q3 2025 and has held it in 4 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Circle Wealth Management held 9,249 shares of iShares Russell Mid-Cap ETF worth $1.02M as of Q2 2026.
Circle Wealth Management bought 2 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $210.
iShares Russell Mid-Cap ETF made up 0.01% of Circle Wealth Management's portfolio in Q2 2026, its #149 holding.
Circle Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.