Confluence Wealth Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Confluence Wealth Services’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	$287K	Buy	2,598 +318	+14%	+$33.4K	0.01%	406
2026 Q1	$222K	Hold	2,280	–	–	0.01%	351
2025 Q4	$219K	Hold	2,280	–	–	0.01%	357
2025 Q3	$220K	Hold	2,280	–	–	0.01%	351
2025 Q2	$210K	Buy	+2,280	New	+$197K	0.01%	344
2022 Q1	–	Sell	-614	Closed	-$50K	–	696
2021 Q4	$50K	Buy	+614	New	+$50.4K	0.02%	477

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

Confluence Wealth Services's IWR Position: Q2 2026 in Review

Confluence Wealth Services increased its iShares Russell Mid-Cap ETF (IWR) stake by 14% in Q2 2026, buying an estimated $33.4K and bringing the position to 2,598 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #406.

Confluence Wealth Services first reported a position in IWR in Q4 2021 and has held it in 6 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Confluence Wealth Services held 2,598 shares of iShares Russell Mid-Cap ETF worth $287K as of Q2 2026.
Confluence Wealth Services bought 318 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $33.4K.
iShares Russell Mid-Cap ETF made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #406 holding.
Confluence Wealth Services first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 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 Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.