Innovative Wealth Building’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Innovative Wealth Building’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 Q3	$967K	Buy	9,064 +277	+3%	+$30.6K	0.54%	34
2026 Q2	$969K	Buy	8,787 +688	+8%	+$72.4K	0.56%	31
2026 Q1	$787K	Buy	8,099 +484	+6%	+$48.3K	0.55%	30
2025 Q4	$733K	Buy	7,615 +251	+3%	+$24.1K	0.53%	33
2025 Q3	$711K	Buy	7,364 +1,039	+16%	+$98.5K	0.55%	33
2025 Q2	$582K	Buy	6,325 +835	+15%	+$72.1K	0.48%	33
2025 Q1	$467K	Buy	5,490 +125	+2%	+$11.1K	0.43%	37
2024 Q4	$474K	Buy	+5,365	New	+$487K	0.43%	35

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Innovative Wealth Building's IWR Position: Q3 2026 in Review

Innovative Wealth Building increased its iShares Russell Mid-Cap ETF (IWR) stake by 3.2% in Q3 2026, buying an estimated $30.6K and bringing the position to 9,064 shares worth $967K. The position accounts for 0.54% of the portfolio, ranked #34.

Innovative Wealth Building first reported a position in IWR in Q4 2024 and has held it in 8 quarters since. The position peaked at $969K in Q2 2026. 1,439 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Innovative Wealth Building held 9,064 shares of iShares Russell Mid-Cap ETF worth $967K as of Q3 2026.
Innovative Wealth Building bought 277 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $30.6K.
iShares Russell Mid-Cap ETF made up 0.54% of Innovative Wealth Building's portfolio in Q3 2026, its #34 holding.
Innovative Wealth Building first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Innovative Wealth Building's iShares Russell Mid-Cap ETF position peaked at $969K in Q2 2026.
1,439 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.