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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
Q2 		$531K Buy
4,810
+1,402
+41% +$147K 0.04% 137
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Diversified Portfolios Inc's IWR Position: Q2 2026 in Review

Diversified Portfolios Inc increased its iShares Russell Mid-Cap ETF (IWR) stake by 41% in Q2 2026, buying an estimated $147K and bringing the position to 4,810 shares worth $531K. The position accounts for 0.04% of the portfolio, ranked #137.

Diversified Portfolios Inc first reported a position in IWR in Q1 2023 and has held it in 14 quarters since. 1,593 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Diversified Portfolios Inc held 4,810 shares of iShares Russell Mid-Cap ETF worth $531K as of Q2 2026.
  • Diversified Portfolios Inc bought 1,402 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $147K.
  • iShares Russell Mid-Cap ETF made up 0.04% of Diversified Portfolios Inc's portfolio in Q2 2026, its #137 holding.
  • Diversified Portfolios Inc first reported a position in iShares Russell Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,593 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.