Diversified Portfolios Inc’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Diversified Portfolios Inc’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	$331K	Buy	3,408 +400	+13%	+$40K	0.03%	146
2025 Q4	$290K	Sell	3,008 -130	-4%	-$12.5K	0.02%	151
2025 Q3	$303K	Sell	3,138 -12	-0.4%	-$1.14K	0.03%	142
2025 Q2	$290K	Hold	3,150	–	–	0.03%	141
2025 Q1	$268K	Sell	3,150 -800	-20%	-$71.4K	0.03%	129
2024 Q4	$349K	Sell	3,950 -70	-2%	-$6.35K	0.04%	121
2024 Q3	$354K	Sell	4,020 -900	-18%	-$75.8K	0.04%	117
2024 Q2	$399K	Sell	4,920 -100	-2%	-$8.14K	0.05%	108
2024 Q1	$422K	Sell	5,020 -450	-8%	-$35.7K	0.06%	101
2023 Q4	$425K	Hold	5,470	–	–	0.07%	97
2023 Q3	$379K	Hold	5,470	–	–	0.07%	92
2023 Q2	$399K	Sell	5,470 -400	-7%	-$27.8K	0.08%	97
2023 Q1	$410K	Buy	+5,870	New	+$414K	0.09%	99

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Diversified Portfolios Inc's IWR Position: Q1 2026 in Review

Diversified Portfolios Inc increased its iShares Russell Mid-Cap ETF (IWR) stake by 13% in Q1 2026, buying an estimated $40K and bringing the position to 3,408 shares worth $331K. The position accounts for 0.03% of the portfolio, ranked #146.

Diversified Portfolios Inc first reported a position in IWR in Q1 2023 and has held it in 13 quarters since. The position peaked at $425K in Q4 2023. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Diversified Portfolios Inc held 3,408 shares of iShares Russell Mid-Cap ETF worth $331K as of Q1 2026.
Diversified Portfolios Inc bought 400 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $40K.
iShares Russell Mid-Cap ETF made up 0.03% of Diversified Portfolios Inc's portfolio in Q1 2026, its #146 holding.
Diversified Portfolios Inc first reported a position in iShares Russell Mid-Cap ETF in Q1 2023 and has held it in 13 quarters since.
Diversified Portfolios Inc's iShares Russell Mid-Cap ETF position peaked at $425K in Q4 2023.
1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.