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

Destination 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	$298K	Sell	2,703 -61	-2%	-$6.42K	0.01%	276
2026 Q1	$269K	Buy	+2,764	New	+$276K	0.01%	267
2018 Q3	–	Sell	-256	Closed	-$13K	–	725
2018 Q2	$13K	Buy	256 +88	+52%	+$4.63K	﹤0.01%	378
2018 Q1	$9K	Buy	+168	New	+$8.85K	﹤0.01%	405

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

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

Destination Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.2% in Q2 2026, selling an estimated $6.42K and leaving 2,703 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #276.

Destination Wealth Management first reported a position in IWR in Q1 2018 and has held it in 4 quarters since. 1,587 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Destination Wealth Management held 2,703 shares of iShares Russell Mid-Cap ETF worth $298K as of Q2 2026.
Destination Wealth Management sold 61 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $6.42K.
iShares Russell Mid-Cap ETF made up 0.01% of Destination Wealth Management's portfolio in Q2 2026, its #276 holding.
Destination Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2018 and has held it in 4 quarters since.
1,587 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.