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

Cranbrook 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	$774K	Hold	7,020	–	–	0.14%	74
2026 Q1	$683K	Hold	7,020	–	–	0.14%	74
2025 Q4	$676K	Hold	7,020	–	–	0.13%	74
2025 Q3	$678K	Hold	7,020	–	–	0.14%	71
2025 Q2	$646K	Hold	7,020	–	–	0.14%	71
2025 Q1	$597K	Hold	7,020	–	–	0.14%	69
2024 Q4	$621K	Hold	7,020	–	–	0.14%	69
2024 Q3	$619K	Hold	7,020	–	–	0.14%	74
2024 Q2	$569K	Hold	7,020	–	–	0.14%	68
2024 Q1	$590K	Hold	7,020	–	–	0.15%	61
2023 Q4	$546K	Buy	7,020 +280	+4%	+$19.9K	0.15%	58
2023 Q3	$467K	Hold	6,740	–	–	0.14%	64
2023 Q2	$492K	Hold	6,740	–	–	0.14%	67
2023 Q1	$471K	Hold	6,740	–	–	0.13%	68
2022 Q4	$455K	Hold	6,740	–	–	0.12%	68
2022 Q3	$419K	Hold	6,740	–	–	0.11%	73
2022 Q2	$436K	Hold	6,740	–	–	0.11%	74
2022 Q1	$526K	Hold	6,740	–	–	0.11%	75
2021 Q4	$559K	Hold	6,740	–	–	0.12%	78
2021 Q3	$527K	Buy	+6,740	New	+$540K	0.12%	72

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

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

Cranbrook Wealth Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 7,020 shares worth $774K. The position accounts for 0.14% of the portfolio, ranked #74.

Cranbrook Wealth Management first reported a position in IWR in Q3 2021 and has held it in 20 quarters since. 1,595 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Cranbrook Wealth Management held 7,020 shares of iShares Russell Mid-Cap ETF worth $774K as of Q2 2026.
Cranbrook Wealth Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.14% of Cranbrook Wealth Management's portfolio in Q2 2026, its #74 holding.
Cranbrook Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2021 and has held it in 20 quarters since.
1,595 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Cranbrook Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.