HWM
IWR icon

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

HB 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 		$5.21M Buy
47,181
+1,963
+4% +$206K 0.03% 269
2026
Q1 		$4.4M Buy
45,218
+938
+2% +$93.7K 0.03% 274
2025
Q4 		$4.26M Sell
44,280
-1,567
-3% -$151K 0.03% 277
2025
Q3 		$4.43M Buy
45,847
+9,672
+27% +$917K 0.03% 267
2025
Q2 		$3.33M Sell
36,175
-7,520
-17% -$650K 0.03% 283
2025
Q1 		$3.72M Buy
43,695
+4,145
+10% +$370K 0.03% 272
2024
Q4 		$3.5M Buy
39,550
+4,140
+12% +$376K 0.04% 204
2024
Q3 		$3.12M Buy
35,410
+225
+0.6% +$19K 0.03% 219
2024
Q2 		$2.85M Sell
35,185
-1,859
-5% -$151K 0.03% 214
2024
Q1 		$3.12M Sell
37,044
-2,195
-6% -$174K 0.04% 186
2023
Q4 		$3.05M Sell
39,239
-687
-2% -$48.8K 0.04% 173
2023
Q3 		$2.76M Buy
39,926
+406
+1% +$29.6K 0.04% 170
2023
Q2 		$2.89M Buy
39,520
+280
+0.7% +$19.5K 0.05% 167
2023
Q1 		$2.74M Sell
39,240
-624
-2% -$44.1K 0.05% 165
2022
Q4 		$2.69M Buy
39,864
+5,503
+16% +$371K 0.05% 167
2022
Q3 		$2.14M Sell
34,361
-342
-1% -$23.5K 0.05% 170
2022
Q2 		$2.24M Sell
34,703
-1,095
-3% -$77.9K 0.05% 161
2022
Q1 		$2.79M Buy
+35,798
New +$2.76M 0.05% 149

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

HB Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 4.3% in Q2 2026, buying an estimated $206K and bringing the position to 47,181 shares worth $5.21M. The position accounts for 0.03% of the portfolio, ranked #269.

HB Wealth Management first reported a position in IWR in Q1 2022 and has held it in 18 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • HB Wealth Management held 47,181 shares of iShares Russell Mid-Cap ETF worth $5.21M as of Q2 2026.
  • HB Wealth Management bought 1,963 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $206K.
  • iShares Russell Mid-Cap ETF made up 0.03% of HB Wealth Management's portfolio in Q2 2026, its #269 holding.
  • HB Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.