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

Daner 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 		$3.94M Sell
37,509
-373
-1% -$37.3K 2.31% 12
2025
Q4 		$3.87M Buy
37,882
+1,539
+4% +$148K 2.37% 12
2025
Q3 		$3.46M Sell
36,343
-319
-0.9% -$30.2K 2.25% 12
2025
Q2 		$3.45M Buy
+36,662
New +$3.17M 2.38% 12
2024
Q4 		$3.6M Buy
+38,719
New +$3.51M 2.64% 10

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

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

Daner Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.98% in Q1 2026, selling an estimated $37.3K and leaving 37,509 shares worth $3.94M. The position accounts for 2.31% of the portfolio, ranked #12.

Daner Wealth Management first reported a position in IWR in Q4 2024 and has held it in 5 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Daner Wealth Management held 37,509 shares of iShares Russell Mid-Cap ETF worth $3.94M as of Q1 2026.
  • Daner Wealth Management sold 373 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $37.3K.
  • iShares Russell Mid-Cap ETF made up 2.31% of Daner Wealth Management's portfolio in Q1 2026, its #12 holding.
  • Daner Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Daner Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.