Global Wealth Strategies & Associates’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-111	Closed	-$10.8K	–	261
2026 Q1	$10.8K	Hold	111	–	–	﹤0.01%	306
2025 Q4	$10.7K	Buy	111 +109	+5,450%	+$10.5K	﹤0.01%	301
2025 Q3	$193	Hold	2	–	–	﹤0.01%	459
2025 Q2	$184	Sell	2 -15	-88%	-$1.3K	﹤0.01%	356
2025 Q1	$1.45K	Buy	+17	New	+$1.52K	﹤0.01%	402
2024 Q2	–	Sell	-21	Closed	-$1.77K	–	352
2024 Q1	$1.77K	Buy	+21	New	+$1.66K	﹤0.01%	288

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

Global Wealth Strategies & Associates's IWR Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2026, closing a stake of 111 shares — an estimated $10.8K sold.

Global Wealth Strategies & Associates first reported a position in IWR in Q1 2024 and held it in 6 quarters. The position peaked at $10.8K in Q1 2026. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 111 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $10.8K.
Global Wealth Strategies & Associates first reported a position in iShares Russell Mid-Cap ETF in Q1 2024 and held it in 6 quarters.
Global Wealth Strategies & Associates's iShares Russell Mid-Cap ETF position peaked at $10.8K in Q1 2026.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.