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

Darwin 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	$252K	Buy	2,282 +154	+7%	+$16.2K	0.07%	127
2026 Q1	$207K	Buy	2,128 +842	+65%	+$84.1K	0.06%	133
2025 Q4	$124K	Buy	1,286 +5	+0.4%	+$481	0.04%	156
2025 Q3	$124K	Buy	1,281 +4	+0.3%	+$379	0.04%	157
2025 Q2	$117K	Buy	1,277 +8	+0.6%	+$691	0.04%	154
2025 Q1	$112K	Hold	1,269	–	–	0.04%	168
2024 Q4	$112K	Buy	1,269 +9	+0.7%	+$817	0.04%	168
2024 Q3	$111K	Buy	+1,260	New	+$106K	0.03%	174

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

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

Darwin Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 7.2% in Q2 2026, buying an estimated $16.2K and bringing the position to 2,282 shares worth $252K. The position accounts for 0.07% of the portfolio, ranked #127.

Darwin Wealth Management first reported a position in IWR in Q3 2024 and has held it in 8 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Darwin Wealth Management held 2,282 shares of iShares Russell Mid-Cap ETF worth $252K as of Q2 2026.
Darwin Wealth Management bought 154 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $16.2K.
iShares Russell Mid-Cap ETF made up 0.07% of Darwin Wealth Management's portfolio in Q2 2026, its #127 holding.
Darwin Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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