FWI
IWR icon

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

Facet Wealth Inc’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 		$666K Sell
6,041
-193
-3% -$20.3K 0.01% 173
2026
Q1 		$606K Sell
6,234
-433
-6% -$43.3K 0.01% 150
2025
Q4 		$668K Buy
6,667
+1,671
+33% +$161K 0.01% 128
2025
Q3 		$482K Hold
4,996
– – 0.01% 121
2025
Q2 		$468K Buy
4,996
+2,137
+75% +$185K 0.01% 99
2025
Q1 		$245K Buy
2,859
+348
+14% +$31K 0.01% 122
2024
Q4 		$231K Sell
2,511
-259
-9% -$23.5K 0.01% 129
2024
Q3 		$243K Buy
2,770
+283
+11% +$23.8K 0.01% 124
2024
Q2 		$210K Sell
2,487
-45
-2% -$3.66K 0.01% 137
2024
Q1 		$207K Sell
2,532
-1,176
-32% -$93.2K 0.01% 118
2023
Q4 		$287K Buy
3,708
+265
+8% +$18.8K 0.01% 90
2023
Q3 		$227K Buy
3,443
+28
+0.8% +$2.04K 0.01% 87
2023
Q2 		$255K Buy
+3,415
New +$238K 0.01% 82

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

Facet Wealth Inc's IWR Position: Q2 2026 in Review

Facet Wealth Inc reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3.1% in Q2 2026, selling an estimated $20.3K and leaving 6,041 shares worth $666K. The position accounts for 0.01% of the portfolio, ranked #173.

Facet Wealth Inc first reported a position in IWR in Q2 2023 and has held it in 13 quarters since. The position peaked at $668K in Q4 2025. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Facet Wealth Inc held 6,041 shares of iShares Russell Mid-Cap ETF worth $666K as of Q2 2026.
  • Facet Wealth Inc sold 193 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $20.3K.
  • iShares Russell Mid-Cap ETF made up 0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #173 holding.
  • Facet Wealth Inc first reported a position in iShares Russell Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • Facet Wealth Inc's iShares Russell Mid-Cap ETF position peaked at $668K in Q4 2025.
  • 1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.