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

Daymark 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	$1.67M	Buy	15,110 +36	+0.2%	+$3.79K	0.04%	273
2026 Q1	$1.47M	Buy	15,074 +63	+0.4%	+$6.29K	0.05%	248
2025 Q4	$1.45M	Buy	15,011 +867	+6%	+$83.4K	0.05%	234
2025 Q3	$1.37M	Sell	14,144 -140	-1%	-$13.3K	0.05%	241
2025 Q2	$1.31M	Sell	14,284 -39	-0.3%	-$3.37K	0.05%	229
2025 Q1	$1.22M	Sell	14,323 -5,480	-28%	-$489K	0.05%	217
2024 Q4	$1.75M	Buy	19,803 +756	+4%	+$68.6K	0.07%	175
2024 Q3	$1.68M	Buy	19,047 +71	+0.4%	+$5.98K	0.07%	184
2024 Q2	$1.54M	Buy	18,976 +2,947	+18%	+$240K	0.07%	183
2024 Q1	$1.35M	Sell	16,029 -1,078	-6%	-$85.4K	0.07%	167
2023 Q4	$1.33M	Sell	17,107 -1,315	-7%	-$93.4K	0.08%	159
2023 Q3	$1.28M	Buy	18,422 +8,748	+90%	+$638K	0.09%	153
2023 Q2	$706K	Sell	9,674 -3,798	-28%	-$264K	0.05%	198
2023 Q1	$942K	Buy	+13,472	New	+$951K	0.13%	132

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

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

Daymark Wealth Partners increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.24% in Q2 2026, buying an estimated $3.79K and bringing the position to 15,110 shares worth $1.67M. The position accounts for 0.04% of the portfolio, ranked #273.

Daymark Wealth Partners first reported a position in IWR in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.75M in Q4 2024. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Daymark Wealth Partners held 15,110 shares of iShares Russell Mid-Cap ETF worth $1.67M as of Q2 2026.
Daymark Wealth Partners bought 36 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $3.79K.
iShares Russell Mid-Cap ETF made up 0.04% of Daymark Wealth Partners's portfolio in Q2 2026, its #273 holding.
Daymark Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
Daymark Wealth Partners's iShares Russell Mid-Cap ETF position peaked at $1.75M in Q4 2024.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.