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

Forefront Wealth Partners’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	$1.28M	Buy	13,199 +1,922	+17%	+$192K	0.54%	45
2025 Q4	$1.09M	Buy	11,277 +3,540	+46%	+$340K	0.51%	48
2025 Q3	$747K	Buy	+7,737	New	+$733K	0.19%	99
2025 Q2	–	Sell	-5,055	Closed	-$430K	–	114
2025 Q1	$430K	Buy	+5,055	New	+$451K	0.29%	75

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Forefront Wealth Partners's IWR Position: Q1 2026 in Review

Forefront Wealth Partners increased its iShares Russell Mid-Cap ETF (IWR) stake by 17% in Q1 2026, buying an estimated $192K and bringing the position to 13,199 shares worth $1.28M. The position accounts for 0.54% of the portfolio, ranked #45.

Forefront Wealth Partners first reported a position in IWR in Q1 2025 and has held it in 4 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Forefront Wealth Partners held 13,199 shares of iShares Russell Mid-Cap ETF worth $1.28M as of Q1 2026.
Forefront Wealth Partners bought 1,922 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $192K.
iShares Russell Mid-Cap ETF made up 0.54% of Forefront Wealth Partners's portfolio in Q1 2026, its #45 holding.
Forefront Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q1 2025 and has held it in 4 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.