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 Q2	$58.2M	Buy	527,777 +17,896	+4%	+$1.88M	0.06%	286
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 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

Focus Partners Wealth's IWR Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares Russell Mid-Cap ETF (IWR) stake by 3.5% in Q2 2026, buying an estimated $1.88M and bringing the position to 527,777 shares worth $58.2M. The position accounts for 0.06% of the portfolio, ranked #286.

Focus Partners Wealth first reported a position in IWR in Q4 2023 and has held it in 11 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Focus Partners Wealth held 527,777 shares of iShares Russell Mid-Cap ETF worth $58.2M as of Q2 2026.
Focus Partners Wealth bought 17,896 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.88M.
iShares Russell Mid-Cap ETF made up 0.06% of Focus Partners Wealth's portfolio in Q2 2026, its #286 holding.
Focus Partners Wealth first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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