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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
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
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

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

Cordatus Wealth Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 6,515 shares worth $633K. The position accounts for 0.15% of the portfolio, ranked #107.

Cordatus Wealth Management first reported a position in IWR in Q4 2018 and has held it in 23 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Cordatus Wealth Management held 6,515 shares of iShares Russell Mid-Cap ETF worth $633K as of Q1 2026.
  • Cordatus Wealth Management left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
  • iShares Russell Mid-Cap ETF made up 0.15% of Cordatus Wealth Management's portfolio in Q1 2026, its #107 holding.
  • Cordatus Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 23 quarters since.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Cordatus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.