Concord Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
Other funds holding IWR
Concord Wealth Partners's IWR Position: Q2 2026 in Review
Concord Wealth Partners opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 535 shares worth $59K. The stake represents 0.01% of the portfolio and ranks #348 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in IWR as recently as Q4 2025.
Concord Wealth Partners first reported a position in IWR in Q4 2024 and has held it in 6 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- Concord Wealth Partners held 535 shares of iShares Russell Mid-Cap ETF worth $59K as of Q2 2026.
- iShares Russell Mid-Cap ETF was a new Concord Wealth Partners position in Q2 2026.
- iShares Russell Mid-Cap ETF made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #348 holding.
- Concord Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
- 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.