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

FMB 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	–	Sell	-18,651	Closed	-$1.8M	–	84
2025 Q4	$1.8M	Buy	18,651 +429	+2%	+$41.2K	0.71%	27
2025 Q3	$1.76M	Hold	18,222	–	–	0.75%	27
2025 Q2	$1.68M	Hold	18,222	–	–	0.8%	26
2025 Q1	$1.55M	Hold	18,222	–	–	0.86%	25
2024 Q4	$1.61M	Hold	18,222	–	–	0.91%	25
2024 Q3	$1.61M	Hold	18,222	–	–	0.91%	25
2024 Q2	$1.48M	Hold	18,222	–	–	1.12%	24
2024 Q1	$1.53M	Hold	18,222	–	–	1.22%	20
2023 Q4	$1.42M	Hold	18,222	–	–	1.29%	17
2023 Q3	$1.26M	Hold	18,222	–	–	1.35%	17
2023 Q2	$1.33M	Buy	18,222 +432	+2%	+$30.1K	1.41%	18
2023 Q1	$1.24M	Hold	17,790	–	–	1.48%	18
2022 Q4	$1.2M	Buy	+17,790	New	+$1.2M	1.54%	19

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

FMB Wealth Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2026, closing a stake of 18,651 shares — an estimated $1.8M sold.

FMB Wealth Management first reported a position in IWR in Q4 2022 and held it in 13 quarters. The position peaked at $1.8M in Q4 2025. 1,520 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

FMB Wealth Management reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
FMB Wealth Management sold 18,651 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $1.8M.
FMB Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and held it in 13 quarters.
FMB Wealth Management's iShares Russell Mid-Cap ETF position peaked at $1.8M in Q4 2025.
1,520 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on FMB Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.