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 Q2	$2.62M	Buy	23,781 +10,582	+80%	+$1.11M	0.81%	34
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 $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

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

Forefront Wealth Partners increased its iShares Russell Mid-Cap ETF (IWR) stake by 80% in Q2 2026, buying an estimated $1.11M and bringing the position to 23,781 shares worth $2.62M. The position accounts for 0.81% of the portfolio, ranked #34.

Forefront Wealth Partners first reported a position in IWR in Q1 2025 and has held it in 5 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Forefront Wealth Partners held 23,781 shares of iShares Russell Mid-Cap ETF worth $2.62M as of Q2 2026.
Forefront Wealth Partners bought 10,582 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.11M.
iShares Russell Mid-Cap ETF made up 0.81% of Forefront Wealth Partners's portfolio in Q2 2026, its #34 holding.
Forefront Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.