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

Cordatus 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	$717K	Sell	6,495 -20	-0.3%	-$2.1K	0.16%	103
2026 Q1	$633K	Hold	6,515	–	–	0.15%	107
2025 Q4	$627K	Buy	6,515 +406	+7%	+$39K	0.15%	104
2025 Q3	$590K	Sell	6,109 -318	-5%	-$30.1K	0.14%	107
2025 Q2	$591K	Sell	6,427 -31	-0.5%	-$2.68K	0.15%	109
2025 Q1	$549K	Sell	6,458 -25	-0.4%	-$2.23K	0.15%	103
2024 Q4	$573K	Buy	6,483 +158	+2%	+$14.3K	0.15%	95
2024 Q3	$557K	Buy	6,325 +29	+0.5%	+$2.44K	0.2%	77
2024 Q2	$510K	Buy	+6,296	New	+$512K	0.19%	78
2023 Q3	–	Sell	-5,783	Closed	-$422K	–	99
2023 Q2	$422K	Buy	+5,783	New	+$402K	0.16%	104
2022 Q4	–	Sell	-5,666	Closed	-$352K	–	72
2022 Q3	$352K	Sell	5,666 -99	-2%	-$6.81K	0.37%	51
2022 Q2	$373K	Hold	5,765	–	–	0.17%	122
2022 Q1	$450K	Buy	5,765 +578	+11%	+$44.5K	0.16%	134
2021 Q4	$431K	Buy	+5,187	New	+$426K	0.13%	135
2021 Q1	$386K	Sell	5,216 -138	-3%	-$9.98K	0.15%	133
2020 Q4	$367K	Sell	5,354 -245	-4%	-$15.6K	0.16%	122
2020 Q3	$321K	Sell	5,599 -814	-13%	-$46.3K	0.15%	119
2020 Q2	$344K	Buy	6,413 +44	+0.7%	+$2.21K	0.19%	103
2020 Q1	$275K	Sell	6,369 -161	-2%	-$8.86K	0.2%	87
2019 Q4	$389K	Sell	6,530 -112	-2%	-$6.43K	0.19%	109
2019 Q3	$372K	Buy	6,642 +392	+6%	+$21.9K	0.19%	108
2019 Q2	$349K	Sell	6,250 -78	-1%	-$4.28K	0.2%	102
2019 Q1	$341K	Sell	6,328 -796	-11%	-$41.2K	0.19%	108
2018 Q4	$331K	Buy	+7,124	New	+$359K	0.24%	90

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

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

Cordatus Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.31% in Q2 2026, selling an estimated $2.1K and leaving 6,495 shares worth $717K. The position accounts for 0.16% of the portfolio, ranked #103.

Cordatus Wealth Management first reported a position in IWR in Q4 2018 and has held it in 24 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Cordatus Wealth Management held 6,495 shares of iShares Russell Mid-Cap ETF worth $717K as of Q2 2026.
Cordatus Wealth Management sold 20 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $2.1K.
iShares Russell Mid-Cap ETF made up 0.16% of Cordatus Wealth Management's portfolio in Q2 2026, its #103 holding.
Cordatus Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 24 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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