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

Elyxium Wealth’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	$4.22M	Sell	38,238 -2,435	-6%	-$256K	0.44%	51
2026 Q1	$3.95M	Buy	40,673 +5,444	+15%	+$544K	1.27%	22
2025 Q4	$3.39M	Sell	35,229 -14,171	-29%	-$1.36M	0.94%	29
2025 Q3	$4.77M	Buy	49,400 +6,601	+15%	+$626K	1.66%	13
2025 Q2	$3.94M	Buy	42,799 +14,371	+51%	+$1.24M	1.48%	17
2025 Q1	$2.42M	Buy	28,428 +2,958	+12%	+$264K	1.07%	24
2024 Q4	$2.25M	Buy	25,470 +3,237	+15%	+$294K	1.37%	20
2024 Q3	$1.96M	Buy	+22,233	New	+$1.87M	1.08%	25

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

Elyxium Wealth's IWR Position: Q2 2026 in Review

Elyxium Wealth reduced its iShares Russell Mid-Cap ETF (IWR) stake by 6% in Q2 2026, selling an estimated $256K and leaving 38,238 shares worth $4.22M. The position accounts for 0.44% of the portfolio, ranked #51.

Elyxium Wealth first reported a position in IWR in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.77M in Q3 2025. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Elyxium Wealth held 38,238 shares of iShares Russell Mid-Cap ETF worth $4.22M as of Q2 2026.
Elyxium Wealth sold 2,435 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $256K.
iShares Russell Mid-Cap ETF made up 0.44% of Elyxium Wealth's portfolio in Q2 2026, its #51 holding.
Elyxium Wealth first reported a position in iShares Russell Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Elyxium Wealth's iShares Russell Mid-Cap ETF position peaked at $4.77M in Q3 2025.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Elyxium Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.