Commonwealth Retirement Investments’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Commonwealth Retirement Investments’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	$24.2K	Buy	+219	New	+$23K	0.01%	233
2026 Q1	–	Sell	-431	Closed	-$41.5K	–	278
2025 Q4	$41.5K	Buy	+431	New	+$41.4K	0.01%	191

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

Commonwealth Retirement Investments's IWR Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 219 shares worth $24.2K. The stake represents 0.01% of the portfolio and ranks #233 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in IWR as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in IWR in Q4 2025 and has held it in 2 quarters since. The position peaked at $41.5K in Q4 2025. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Commonwealth Retirement Investments held 219 shares of iShares Russell Mid-Cap ETF worth $24.2K as of Q2 2026.
iShares Russell Mid-Cap ETF was a new Commonwealth Retirement Investments position in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.01% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #233 holding.
Commonwealth Retirement Investments first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 2 quarters since.
Commonwealth Retirement Investments's iShares Russell Mid-Cap ETF position peaked at $41.5K in Q4 2025.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.