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

Evolve Private 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 		– Sell
-4,615
Closed -$449K – 1125
2026
Q1 		$449K Buy
4,615
+810
+21% +$80.9K 0.02% 623
2025
Q4 		$366K Buy
+3,805
New +$366K 0.02% 654

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

Evolve Private Wealth's IWR Position: Q2 2026 in Review

Evolve Private Wealth sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2026, closing a stake of 4,615 shares — an estimated $449K sold.

Evolve Private Wealth first reported a position in IWR in Q4 2025 and held it in 2 quarters. The position peaked at $449K in Q1 2026. 1,598 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Evolve Private Wealth reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 4,615 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $449K.
  • Evolve Private Wealth first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's iShares Russell Mid-Cap ETF position peaked at $449K in Q1 2026.
  • 1,598 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.