Glassman Wealth Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Glassman Wealth Services’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	$926K	Hold	8,397	–	–	0.11%	28
2026 Q1	$816K	Hold	8,397	–	–	0.11%	30
2025 Q4	$808K	Hold	8,397	–	–	0.11%	30
2025 Q3	$811K	Hold	8,397	–	–	0.11%	29
2025 Q2	$772K	Sell	8,397 -52	-0.6%	-$4.49K	0.12%	30
2025 Q1	$719K	Buy	8,449 +52	+0.6%	+$4.64K	0.12%	28
2024 Q4	$742K	Hold	8,397	–	–	0.12%	26
2024 Q3	$740K	Hold	8,397	–	–	0.13%	26
2024 Q2	$681K	Sell	8,397 -36	-0.4%	-$2.93K	0.13%	26
2024 Q1	$709K	Sell	8,433 -40	-0.5%	-$3.17K	0.14%	24
2023 Q4	$659K	Hold	8,473	–	–	0.09%	68
2023 Q3	$587K	Hold	8,473	–	–	0.09%	69
2023 Q2	$619K	Sell	8,473 -1,456	-15%	-$101K	0.1%	64
2023 Q1	$694K	Sell	9,929 -33	-0.3%	-$2.33K	0.12%	53
2022 Q4	$672K	Buy	9,962 +164	+2%	+$11.1K	0.12%	54
2022 Q3	$609K	Hold	9,798	–	–	0.13%	54
2022 Q2	$634K	Hold	9,798	–	–	0.13%	60
2022 Q1	$765K	Buy	9,798 +8,400	+601%	+$647K	0.14%	54
2021 Q4	$116K	Buy	1,398 +1,289	+1,183%	+$106K	0.02%	226
2021 Q3	$9K	Hold	109	–	–	﹤0.01%	794
2021 Q2	$9K	Hold	109	–	–	﹤0.01%	779
2021 Q1	$8K	Hold	109	–	–	﹤0.01%	769
2020 Q4	$7K	Hold	109	–	–	﹤0.01%	802
2020 Q3	$6K	Hold	109	–	–	﹤0.01%	739
2020 Q2	$6K	Hold	109	–	–	﹤0.01%	589
2020 Q1	$5K	Buy	+109	New	+$6K	﹤0.01%	519

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

Glassman Wealth Services's IWR Position: Q2 2026 in Review

Glassman Wealth Services held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 8,397 shares worth $926K. The position accounts for 0.11% of the portfolio, ranked #28.

Glassman Wealth Services first reported a position in IWR in Q1 2020 and has held it in 26 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Glassman Wealth Services held 8,397 shares of iShares Russell Mid-Cap ETF worth $926K as of Q2 2026.
Glassman Wealth Services left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.11% of Glassman Wealth Services's portfolio in Q2 2026, its #28 holding.
Glassman Wealth Services first reported a position in iShares Russell Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.