HP
IWR icon

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
Q2 		$782K Buy
7,087
+250
+4% +$26.3K 0.12% 156
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
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

Holistic Planning's IWR Position: Q2 2026 in Review

Holistic Planning increased its iShares Russell Mid-Cap ETF (IWR) stake by 3.7% in Q2 2026, buying an estimated $26.3K and bringing the position to 7,087 shares worth $782K. The position accounts for 0.12% of the portfolio, ranked #156.

Holistic Planning first reported a position in IWR in Q3 2024 and has held it in 8 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Holistic Planning held 7,087 shares of iShares Russell Mid-Cap ETF worth $782K as of Q2 2026.
  • Holistic Planning bought 250 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $26.3K.
  • iShares Russell Mid-Cap ETF made up 0.12% of Holistic Planning's portfolio in Q2 2026, its #156 holding.
  • Holistic Planning first reported a position in iShares Russell Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.