Cyndeo Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Cyndeo Wealth Partners’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	$678K	Buy	6,144 +89	+1%	+$9.36K	0.03%	309
2026 Q1	$589K	Sell	6,055 -3,800	-39%	-$380K	0.03%	301
2025 Q4	$949K	Buy	9,855 +313	+3%	+$30.1K	0.05%	243
2025 Q3	$921K	Buy	9,542 +71	+0.7%	+$6.73K	0.05%	245
2025 Q2	$871K	Buy	9,471 +232	+3%	+$20K	0.05%	243
2025 Q1	$786K	Buy	9,239 +3,396	+58%	+$303K	0.05%	245
2024 Q4	$517K	Hold	5,843	–	–	0.03%	294
2024 Q3	$515K	Hold	5,843	–	–	0.04%	291
2024 Q2	$474K	Sell	5,843 -53	-0.9%	-$4.31K	0.04%	289
2024 Q1	$496K	Sell	5,896 -39	-0.7%	-$3.09K	0.04%	262
2023 Q4	$461K	Buy	5,935 +1,863	+46%	+$132K	0.04%	259
2023 Q3	$282K	Sell	4,072 -52	-1%	-$3.79K	0.03%	285
2023 Q2	$301K	Sell	4,124 -321	-7%	-$22.3K	0.03%	268
2023 Q1	$311K	Buy	4,445 +507	+13%	+$35.8K	0.03%	259
2022 Q4	$266K	Buy	+3,938	New	+$266K	0.03%	269

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

Cyndeo Wealth Partners's IWR Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.5% in Q2 2026, buying an estimated $9.36K and bringing the position to 6,144 shares worth $678K. The position accounts for 0.03% of the portfolio, ranked #309.

Cyndeo Wealth Partners first reported a position in IWR in Q4 2022 and has held it in 15 quarters since. The position peaked at $949K in Q4 2025. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Cyndeo Wealth Partners held 6,144 shares of iShares Russell Mid-Cap ETF worth $678K as of Q2 2026.
Cyndeo Wealth Partners bought 89 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $9.36K.
iShares Russell Mid-Cap ETF made up 0.03% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #309 holding.
Cyndeo Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Cyndeo Wealth Partners's iShares Russell Mid-Cap ETF position peaked at $949K in Q4 2025.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.