Ignite Planners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Ignite Planners’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	$274K	Buy	2,488 +20	+0.8%	+$2.1K	0.04%	359
2026 Q1	$240K	Buy	2,468 +1	+0%	+$100	0.04%	357
2025 Q4	$245K	Hold	2,467	–	–	0.04%	351
2025 Q3	$238K	Buy	2,467 +1	+0%	+$95	0.04%	330
2025 Q2	$232K	Hold	2,466	–	–	0.04%	325
2025 Q1	$208K	Buy	2,466 +111	+5%	+$9.9K	0.04%	316
2024 Q4	$211K	Sell	2,355 -55	-2%	-$4.99K	0.05%	288
2024 Q3	$212K	Sell	2,410 -736	-23%	-$62K	0.05%	288
2024 Q2	$254K	Buy	+3,146	New	+$256K	0.06%	237

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

Ignite Planners's IWR Position: Q2 2026 in Review

Ignite Planners increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.81% in Q2 2026, buying an estimated $2.1K and bringing the position to 2,488 shares worth $274K. The position accounts for 0.04% of the portfolio, ranked #359.

Ignite Planners first reported a position in IWR in Q2 2024 and has held it in 9 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Ignite Planners held 2,488 shares of iShares Russell Mid-Cap ETF worth $274K as of Q2 2026.
Ignite Planners bought 20 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $2.1K.
iShares Russell Mid-Cap ETF made up 0.04% of Ignite Planners's portfolio in Q2 2026, its #359 holding.
Ignite Planners first reported a position in iShares Russell Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.