Financial Perspectives’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Financial Perspectives’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	$134K	Hold	1,214	–	–	0.03%	216
2026 Q1	$118K	Hold	1,214	–	–	0.03%	218
2025 Q4	$117K	Buy	1,214 +171	+16%	+$16.4K	0.03%	215
2025 Q3	$101K	Sell	1,043 -42	-4%	-$3.98K	0.03%	235
2025 Q2	$99.7K	Hold	1,085	–	–	0.03%	221
2025 Q1	$92.3K	Hold	1,085	–	–	0.03%	219
2024 Q4	$95.9K	Hold	1,085	–	–	0.03%	222
2024 Q3	$95.6K	Hold	1,085	–	–	0.03%	216
2024 Q2	$87.9K	Buy	1,085 +11	+1%	+$895	0.03%	214
2024 Q1	$90.3K	Hold	1,074	–	–	0.03%	212
2023 Q4	$83.4K	Sell	1,074 -35	-3%	-$2.49K	0.03%	221
2023 Q3	$76.8K	Hold	1,109	–	–	0.04%	214
2023 Q2	$81K	Buy	1,109 +538	+94%	+$37.4K	0.04%	218
2023 Q1	$39.9K	Buy	571 +2	+0.4%	+$141	0.02%	277
2022 Q4	$38.4K	Buy	569 +547	+2,486%	+$36.9K	0.02%	274
2022 Q3	$1.37K	Hold	22	–	–	﹤0.01%	610
2022 Q2	$1.42K	Hold	22	–	–	﹤0.01%	614
2022 Q1	$1.72K	Hold	22	–	–	﹤0.01%	619
2021 Q4	$1.83K	Hold	22	–	–	﹤0.01%	588
2021 Q3	$1.72K	Buy	+22	New	+$1.76K	﹤0.01%	596

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

Financial Perspectives's IWR Position: Q2 2026 in Review

Financial Perspectives held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 1,214 shares worth $134K. The position accounts for 0.03% of the portfolio, ranked #216.

Financial Perspectives first reported a position in IWR in Q3 2021 and has held it in 20 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Financial Perspectives held 1,214 shares of iShares Russell Mid-Cap ETF worth $134K as of Q2 2026.
Financial Perspectives left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.03% of Financial Perspectives's portfolio in Q2 2026, its #216 holding.
Financial Perspectives first reported a position in iShares Russell Mid-Cap ETF in Q3 2021 and has held it in 20 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.