Focus Partners Wealth
IWR icon

Focus Partners Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Focus Partners 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
Q1 		$49.6M Buy
509,881
+7,923
+2% +$791K 0.06% 292
2025
Q4 		$48.3M Buy
501,958
+32,367
+7% +$3.11M 0.06% 289
2025
Q3 		$45.3M Buy
469,591
+2,085
+0.4% +$198K 0.07% 228
2025
Q2 		$43M Buy
467,506
+11,551
+3% +$998K 0.09% 205
2025
Q1 		$38.8M Sell
455,955
-1,643
-0.4% -$147K 0.1% 210
2024
Q4 		$40.5M Buy
457,598
+49,515
+12% +$4.49M 0.11% 184
2024
Q3 		$36M Sell
408,083
-215,895
-35% -$18.2M 0.11% 183
2024
Q2 		$51.4M Buy
623,978
+346,047
+125% +$28.2M 0.17% 129
2024
Q1 		$23.4M Buy
277,931
+37,698
+16% +$2.99M 0.19% 135
2023
Q4 		$18.7M Buy
+240,233
New +$17.1M 0.24% 112

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return