Holistic Planning’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Holistic Planning’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	$665K	Sell	6,837 -261	-4%	-$26.1K	0.13%	148
2025 Q4	$683K	Buy	7,098 +916	+15%	+$88.1K	0.15%	131
2025 Q3	$597K	Sell	6,182 -106	-2%	-$10K	0.16%	109
2025 Q2	$578K	Buy	6,288 +2,418	+62%	+$209K	0.17%	109
2025 Q1	$329K	Buy	3,870 +28	+0.7%	+$2.5K	0.11%	134
2024 Q4	$340K	Buy	3,842 +263	+7%	+$23.9K	0.12%	118
2024 Q3	$315K	Buy	+3,579	New	+$302K	0.13%	110

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Holistic Planning's IWR Position: Q1 2026 in Review

Holistic Planning reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3.7% in Q1 2026, selling an estimated $26.1K and leaving 6,837 shares worth $665K. The position accounts for 0.13% of the portfolio, ranked #148.

Holistic Planning first reported a position in IWR in Q3 2024 and has held it in 7 quarters since. The position peaked at $683K in Q4 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Holistic Planning held 6,837 shares of iShares Russell Mid-Cap ETF worth $665K as of Q1 2026.
Holistic Planning sold 261 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $26.1K.
iShares Russell Mid-Cap ETF made up 0.13% of Holistic Planning's portfolio in Q1 2026, its #148 holding.
Holistic Planning first reported a position in iShares Russell Mid-Cap ETF in Q3 2024 and has held it in 7 quarters since.
Holistic Planning's iShares Russell Mid-Cap ETF position peaked at $683K in Q4 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.