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

Greenhouse Wealth 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
Q1 		$701K Buy
7,209
+19
+0.3% +$1.9K 0.43% 30
2025
Q4 		$692K Buy
7,190
+29
+0.4% +$2.79K 0.41% 30
2025
Q3 		$691K Buy
7,161
+24
+0.3% +$2.27K 0.42% 30
2025
Q2 		$656K Buy
7,137
+21
+0.3% +$1.81K 0.42% 30
2025
Q1 		$605K Buy
7,116
+22
+0.3% +$1.96K 0.45% 29
2024
Q4 		$627K Buy
7,094
+25
+0.4% +$2.27K 0.41% 32
2024
Q3 		$623K Sell
7,069
-98
-1% -$8.26K 0.42% 32
2024
Q2 		$581K Buy
7,167
+19
+0.3% +$1.55K 0.42% 31
2024
Q1 		$601K Buy
7,148
+18
+0.3% +$1.43K 0.45% 31
2023
Q4 		$554K Buy
7,130
+64
+0.9% +$4.55K 0.45% 29
2023
Q3 		$489K Hold
7,066
– – 0.44% 29
2023
Q2 		$516K Buy
7,066
+18
+0.3% +$1.25K 0.46% 30
2023
Q1 		$493K Buy
7,048
+25
+0.4% +$1.76K 0.47% 28
2022
Q4 		$474K Buy
7,023
+69
+1% +$4.65K 0.48% 29
2022
Q3 		$432K Sell
6,954
-114
-2% -$7.84K 0.48% 27
2022
Q2 		$457K Buy
7,068
+136
+2% +$9.68K 0.49% 27
2022
Q1 		$541K Buy
6,932
+18
+0.3% +$1.39K 0.51% 29
2021
Q4 		$574K Buy
6,914
+45
+0.7% +$3.69K 0.51% 29
2021
Q3 		$537K Hold
6,869
– – 0.51% 30
2021
Q2 		$544K Buy
6,869
+31
+0.5% +$2.4K 0.5% 29
2021
Q1 		$506K Hold
6,838
– – 0.5% 30
2020
Q4 		$469K Buy
+6,838
New +$436K 0.46% 31

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Greenhouse Wealth Management's IWR Position: Q1 2026 in Review

Greenhouse Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.26% in Q1 2026, buying an estimated $1.9K and bringing the position to 7,209 shares worth $701K. The position accounts for 0.43% of the portfolio, ranked #30.

Greenhouse Wealth Management first reported a position in IWR in Q4 2020 and has held it in 22 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Greenhouse Wealth Management held 7,209 shares of iShares Russell Mid-Cap ETF worth $701K as of Q1 2026.
  • Greenhouse Wealth Management bought 19 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $1.9K.
  • iShares Russell Mid-Cap ETF made up 0.43% of Greenhouse Wealth Management's portfolio in Q1 2026, its #30 holding.
  • Greenhouse Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Greenhouse Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.