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 Q2	$797K	Buy	7,228 +19	+0.3%	+$2K	0.56%	24
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 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

Greenhouse Wealth Management's IWR Position: Q2 2026 in Review

Greenhouse Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.26% in Q2 2026, buying an estimated $2K and bringing the position to 7,228 shares worth $797K. The position accounts for 0.56% of the portfolio, ranked #24.

Greenhouse Wealth Management first reported a position in IWR in Q4 2020 and has held it in 23 quarters since. 1,598 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Greenhouse Wealth Management held 7,228 shares of iShares Russell Mid-Cap ETF worth $797K as of Q2 2026.
Greenhouse Wealth Management bought 19 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $2K.
iShares Russell Mid-Cap ETF made up 0.56% of Greenhouse Wealth Management's portfolio in Q2 2026, its #24 holding.
Greenhouse Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
1,598 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Greenhouse Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.