Clark Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Clark Wealth Partners’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	$5.08K	Hold	46	–	–	﹤0.01%	305
2026 Q1	$4.47K	Buy	+46	New	+$4.59K	﹤0.01%	352

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clark Wealth Partners's IWR Position: Q2 2026 in Review

Clark Wealth Partners held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 46 shares worth $5.08K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

Clark Wealth Partners first reported a position in IWR in Q1 2026 and has held it in 2 quarters since. 1,541 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Clark Wealth Partners held 46 shares of iShares Russell Mid-Cap ETF worth $5.08K as of Q2 2026.
Clark Wealth Partners left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #305 holding.
Clark Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
1,541 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.