Greykasell Wealth Strategies’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Greykasell Wealth Strategies’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	$4.45M	Buy	40,338 +1,382	+4%	+$145K	1.62%	19
2026 Q1	$3.79M	Buy	38,956 +1,565	+4%	+$156K	1.53%	18
2025 Q4	$3.6M	Buy	37,391 +299	+0.8%	+$28.7K	1.42%	18
2025 Q3	$3.58M	Sell	37,092 -7,688	-17%	-$729K	1.51%	18
2025 Q2	$4.12M	Sell	44,780 -3,943	-8%	-$341K	1.97%	14
2025 Q1	$4.14M	Sell	48,723 -127	-0.3%	-$11.3K	2.21%	11
2024 Q4	$4.32M	Buy	+48,850	New	+$4.43M	2.4%	9

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

Greykasell Wealth Strategies's IWR Position: Q2 2026 in Review

Greykasell Wealth Strategies increased its iShares Russell Mid-Cap ETF (IWR) stake by 3.5% in Q2 2026, buying an estimated $145K and bringing the position to 40,338 shares worth $4.45M. The position accounts for 1.62% of the portfolio, ranked #19.

Greykasell Wealth Strategies first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. 1,593 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Greykasell Wealth Strategies held 40,338 shares of iShares Russell Mid-Cap ETF worth $4.45M as of Q2 2026.
Greykasell Wealth Strategies bought 1,382 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $145K.
iShares Russell Mid-Cap ETF made up 1.62% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #19 holding.
Greykasell Wealth Strategies first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,593 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.