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

Ducere 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	$555K	Sell	5,035 -263	-5%	-$27.7K	0.17%	81
2026 Q1	$515K	Sell	5,298 -256	-5%	-$25.6K	0.2%	72
2025 Q4	$535K	Buy	+5,554	New	+$534K	0.21%	74

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

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

Ducere Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 5% in Q2 2026, selling an estimated $27.7K and leaving 5,035 shares worth $555K. The position accounts for 0.17% of the portfolio, ranked #81.

Ducere Wealth Management first reported a position in IWR in Q4 2025 and has held it in 3 quarters since. 1,586 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Ducere Wealth Management held 5,035 shares of iShares Russell Mid-Cap ETF worth $555K as of Q2 2026.
Ducere Wealth Management sold 263 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $27.7K.
iShares Russell Mid-Cap ETF made up 0.17% of Ducere Wealth Management's portfolio in Q2 2026, its #81 holding.
Ducere Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
1,586 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Ducere Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.