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

Consultiva 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
Q1 		$20K Hold
206
– – 0.06% 163
2025
Q4 		$19.8K Hold
206
– – 0.06% 156
2025
Q3 		$19.9K Hold
206
– – 0.06% 163
2025
Q2 		$18.9K Hold
206
– – 0.06% 172
2025
Q1 		$17.5K Hold
206
– – 0.06% 169
2024
Q4 		$18.2K Buy
+206
New +$18.7K 0.09% 102

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Consultiva Wealth Management's IWR Position: Q1 2026 in Review

Consultiva Wealth Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 206 shares worth $20K. The position accounts for 0.06% of the portfolio, ranked #163.

Consultiva Wealth Management first reported a position in IWR in Q4 2024 and has held it in 6 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Consultiva Wealth Management held 206 shares of iShares Russell Mid-Cap ETF worth $20K as of Q1 2026.
  • Consultiva Wealth Management left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
  • iShares Russell Mid-Cap ETF made up 0.06% of Consultiva Wealth Management's portfolio in Q1 2026, its #163 holding.
  • Consultiva Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Consultiva Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.