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

Evermay 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 Q1	$368K	Hold	3,784	–	–	0.04%	141
2025 Q4	$364K	Hold	3,784	–	–	0.04%	147
2025 Q3	$365K	Hold	3,784	–	–	0.04%	150
2025 Q2	$348K	Hold	3,784	–	–	0.04%	151
2025 Q1	$322K	Hold	3,784	–	–	0.04%	156
2024 Q4	$335K	Hold	3,784	–	–	0.05%	153
2024 Q3	$334K	Hold	3,784	–	–	0.05%	148
2024 Q2	$307K	Hold	3,784	–	–	0.05%	160
2024 Q1	$318K	Hold	3,784	–	–	0.05%	167
2023 Q4	$294K	Hold	3,784	–	–	0.05%	147
2023 Q3	$263K	Hold	3,784	–	–	0.05%	147
2023 Q2	$276K	Hold	3,784	–	–	0.05%	145
2023 Q1	$265K	Sell	3,784 -277	-7%	-$19.6K	0.05%	146
2022 Q4	$274K	Buy	4,061 +2	+0%	+$135	0.06%	142
2022 Q3	$252K	Sell	4,059 -300	-7%	-$20.6K	0.05%	144
2022 Q2	$282K	Hold	4,359	–	–	0.05%	136
2022 Q1	$340K	Buy	4,359 +176	+4%	+$13.5K	0.06%	144
2021 Q4	$347K	Sell	4,183 -460	-10%	-$37.8K	0.06%	127
2021 Q3	$363K	Hold	4,643	–	–	0.07%	112
2021 Q2	$368K	Hold	4,643	–	–	0.07%	124
2021 Q1	$343K	Buy	4,643 +12	+0.3%	+$867	0.07%	127
2020 Q4	$317K	Buy	4,631 +87	+2%	+$5.54K	0.07%	130
2020 Q3	$261K	Hold	4,544	–	–	0.06%	131
2020 Q2	$244K	Sell	4,544 -1,900	-29%	-$95.2K	0.06%	131
2020 Q1	$278K	Hold	6,444	–	–	0.08%	111
2019 Q4	$384K	Hold	6,444	–	–	0.09%	104
2019 Q3	$361K	Buy	+6,444	New	+$360K	0.1%	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

Evermay Wealth Management's IWR Position: Q1 2026 in Review

Evermay Wealth Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 3,784 shares worth $368K. The position accounts for 0.04% of the portfolio, ranked #141.

Evermay Wealth Management first reported a position in IWR in Q3 2019 and has held it in 27 quarters since. The position peaked at $384K in Q4 2019. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Evermay Wealth Management held 3,784 shares of iShares Russell Mid-Cap ETF worth $368K as of Q1 2026.
Evermay Wealth Management left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.04% of Evermay Wealth Management's portfolio in Q1 2026, its #141 holding.
Evermay Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2019 and has held it in 27 quarters since.
Evermay Wealth Management's iShares Russell Mid-Cap ETF position peaked at $384K in Q4 2019.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.