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

Connecticut 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	$1.6M	Hold	14,469	–	–	0.06%	121
2026 Q1	$1.41M	Hold	14,469	–	–	0.06%	127
2025 Q4	$1.39M	Hold	14,469	–	–	0.06%	129
2025 Q3	$1.4M	Sell	14,469 -1,963	-12%	-$186K	0.06%	126
2025 Q2	$1.51M	Hold	16,432	–	–	0.07%	118
2025 Q1	$1.4M	Hold	16,432	–	–	0.07%	117
2024 Q4	$1.45M	Sell	16,432 -255	-2%	-$23.1K	0.07%	106
2024 Q3	$1.47M	Hold	16,687	–	–	0.07%	122
2024 Q2	$1.35M	Hold	16,687	–	–	0.07%	123
2024 Q1	$1.4M	Sell	16,687 -1,025	-6%	-$81.2K	0.07%	116
2023 Q4	$1.38M	Sell	17,712 -55	-0.3%	-$3.91K	0.08%	115
2023 Q3	$1.23M	Hold	17,767	–	–	0.08%	102
2023 Q2	$1.3M	Sell	17,767 -1,602	-8%	-$111K	0.09%	86
2023 Q1	$1.35M	Buy	+19,369	New	+$1.37M	0.1%	78
2022 Q3	–	Sell	-4,530	Closed	-$293K	–	197
2022 Q2	$293K	Buy	4,530 +504	+13%	+$35.9K	0.03%	146
2022 Q1	$314K	Buy	4,026 +6	+0.1%	+$462	0.02%	149
2021 Q4	$334K	Buy	4,020 +69	+2%	+$5.66K	0.03%	153
2021 Q3	$309K	Buy	3,951 +8	+0.2%	+$641	0.03%	155
2021 Q2	$312K	Buy	+3,943	New	+$306K	0.03%	148
2021 Q1	–	Sell	-160,664	Closed	-$23M	–	194
2020 Q4	$23M	Buy	160,664 +156,488	+3,747%	+$9.97M	2.45%	13
2020 Q3	$240K	Sell	4,176 -107,420	-96%	-$6.11M	0.03%	180
2020 Q2	$18.4M	Buy	+111,596	New	+$5.59M	2.28%	15

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

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

Connecticut Wealth Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 14,469 shares worth $1.6M. The position accounts for 0.06% of the portfolio, ranked #121.

Connecticut Wealth Management first reported a position in IWR in Q2 2020 and has held it in 22 quarters since. The position peaked at $23M in Q4 2020. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Connecticut Wealth Management held 14,469 shares of iShares Russell Mid-Cap ETF worth $1.6M as of Q2 2026.
Connecticut Wealth Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.06% of Connecticut Wealth Management's portfolio in Q2 2026, its #121 holding.
Connecticut Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2020 and has held it in 22 quarters since.
Connecticut Wealth Management's iShares Russell Mid-Cap ETF position peaked at $23M in Q4 2020.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.