IAG Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

IAG Wealth Partners’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	$12.3K	Sell	126 -13	-9%	-$1.3K	﹤0.01%	359
2025 Q4	$13.4K	Buy	139 +13	+10%	+$1.25K	﹤0.01%	331
2025 Q3	$12.2K	Hold	126	–	–	﹤0.01%	354
2025 Q2	$11.6K	Hold	126	–	–	﹤0.01%	328
2025 Q1	$10.7K	Hold	126	–	–	﹤0.01%	332
2024 Q4	$11.1K	Buy	+126	New	+$11.4K	﹤0.01%	331
2020 Q2	–	Sell	-88	Closed	-$4K	–	435
2020 Q1	$4K	Sell	88 -160	-65%	-$8.81K	﹤0.01%	284
2019 Q4	$15K	Buy	+248	New	+$14.2K	0.01%	203

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

IAG Wealth Partners's IWR Position: Q1 2026 in Review

IAG Wealth Partners reduced its iShares Russell Mid-Cap ETF (IWR) stake by 9.4% in Q1 2026, selling an estimated $1.3K and leaving 126 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

IAG Wealth Partners first reported a position in IWR in Q4 2019 and has held it in 8 quarters since. The position peaked at $15K in Q4 2019. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

IAG Wealth Partners held 126 shares of iShares Russell Mid-Cap ETF worth $12.3K as of Q1 2026.
IAG Wealth Partners sold 13 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $1.3K.
iShares Russell Mid-Cap ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #359 holding.
IAG Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 8 quarters since.
IAG Wealth Partners's iShares Russell Mid-Cap ETF position peaked at $15K in Q4 2019.
1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.