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

GeoWealth 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 Q2	$1M	Sell	9,066 -70	-0.8%	-$7.36K	0.03%	328
2026 Q1	$888K	Sell	9,136 -11	-0.1%	-$1.1K	0.03%	320
2025 Q4	$881K	Sell	9,147 -718	-7%	-$69K	0.03%	305
2025 Q3	$953K	Sell	9,865 -159	-2%	-$15.1K	0.03%	310
2025 Q2	$922K	Buy	10,024 +740	+8%	+$63.9K	0.04%	273
2025 Q1	$790K	Sell	9,284 -34	-0.4%	-$3.03K	0.03%	322
2024 Q4	$824K	Buy	9,318 +9,315	+310,500%	+$845K	0.03%	343
2024 Q3	$264	Buy	+3	New	+$253	﹤0.01%	1655

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

GeoWealth Management's IWR Position: Q2 2026 in Review

GeoWealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.77% in Q2 2026, selling an estimated $7.36K and leaving 9,066 shares worth $1M. The position accounts for 0.03% of the portfolio, ranked #328.

GeoWealth Management first reported a position in IWR in Q3 2024 and has held it in 8 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

GeoWealth Management held 9,066 shares of iShares Russell Mid-Cap ETF worth $1M as of Q2 2026.
GeoWealth Management sold 70 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $7.36K.
iShares Russell Mid-Cap ETF made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #328 holding.
GeoWealth Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.