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

Dominguez Wealth Management Solutions’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 		$1.51M Sell
13,727
-101
-0.7% -$10.6K 0.83% 24
2026
Q1 		$1.34M Sell
13,828
-25
-0.2% -$2.5K 0.81% 25
2025
Q4 		$1.33M Buy
13,853
+129
+0.9% +$12.4K 0.82% 23
2025
Q3 		$1.33M Buy
13,724
+15
+0.1% +$1.42K 0.84% 23
2025
Q2 		$1.26M Sell
13,709
-89
-0.6% -$7.69K 0.88% 24
2025
Q1 		$1.17M Buy
13,798
+13
+0.1% +$1.16K 0.86% 24
2024
Q4 		$1.22M Sell
13,785
-100
-0.7% -$9.08K 0.89% 24
2024
Q3 		$1.22M Buy
13,885
+12
+0.1% +$1.01K 0.89% 23
2024
Q2 		$1.12M Sell
13,873
-196
-1% -$16K 0.85% 25
2024
Q1 		$1.18M Buy
14,069
+10
+0.1% +$792 0.93% 24
2023
Q4 		$1.09M Sell
14,059
-30
-0.2% -$2.13K 0.91% 23
2023
Q3 		$976K Sell
14,089
-175
-1% -$12.8K 0.9% 26
2023
Q2 		$1.04M Sell
14,264
-227
-2% -$15.8K 0.91% 24
2023
Q1 		$1.01M Buy
14,491
+15
+0.1% +$1.06K 0.93% 25
2022
Q4 		$976K Buy
+14,476
New +$976K 0.97% 25

Other funds holding IWR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
PFM
Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

Dominguez Wealth Management Solutions's IWR Position: Q2 2026 in Review

Dominguez Wealth Management Solutions reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.73% in Q2 2026, selling an estimated $10.6K and leaving 13,727 shares worth $1.51M. The position accounts for 0.83% of the portfolio, ranked #24.

Dominguez Wealth Management Solutions first reported a position in IWR in Q4 2022 and has held it in 15 quarters since. 349 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Dominguez Wealth Management Solutions held 13,727 shares of iShares Russell Mid-Cap ETF worth $1.51M as of Q2 2026.
  • Dominguez Wealth Management Solutions sold 101 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $10.6K.
  • iShares Russell Mid-Cap ETF made up 0.83% of Dominguez Wealth Management Solutions's portfolio in Q2 2026, its #24 holding.
  • Dominguez Wealth Management Solutions first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 349 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Dominguez Wealth Management Solutions's 13F filing for Q2 2026, filed 9 Jul 2026.