Cove Private Wealth
IWR icon

Cove Private Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Cove Private Wealth’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
Q3 		$694K Buy
6,506
+3,514
+117% +$389K 0.12% 126
2026
Q2 		$330K Buy
2,992
+145
+5% +$15.3K 0.06% 173
2026
Q1 		$277K Buy
+2,847
New +$284K 0.06% 158

Other funds holding IWR

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Cove Private Wealth's IWR Position: Q3 2026 in Review

Cove Private Wealth increased its iShares Russell Mid-Cap ETF (IWR) stake by 117% in Q3 2026, buying an estimated $389K and bringing the position to 6,506 shares worth $694K. The position accounts for 0.12% of the portfolio, ranked #126.

Cove Private Wealth first reported a position in IWR in Q1 2026 and has held it in 3 quarters since. 1,151 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Cove Private Wealth held 6,506 shares of iShares Russell Mid-Cap ETF worth $694K as of Q3 2026.
  • Cove Private Wealth bought 3,514 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $389K.
  • iShares Russell Mid-Cap ETF made up 0.12% of Cove Private Wealth's portfolio in Q3 2026, its #126 holding.
  • Cove Private Wealth first reported a position in iShares Russell Mid-Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • 1,151 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Cove Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.