IWB
IWR icon

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
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

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Innovative Wealth Building's IWR Position: Q2 2026 in Review

Innovative Wealth Building increased its iShares Russell Mid-Cap ETF (IWR) stake by 8.5% in Q2 2026, buying an estimated $72.4K and bringing the position to 8,787 shares worth $969K. The position accounts for 0.56% of the portfolio, ranked #31.

Innovative Wealth Building first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. 1,082 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Innovative Wealth Building held 8,787 shares of iShares Russell Mid-Cap ETF worth $969K as of Q2 2026.
  • Innovative Wealth Building bought 688 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $72.4K.
  • iShares Russell Mid-Cap ETF made up 0.56% of Innovative Wealth Building's portfolio in Q2 2026, its #31 holding.
  • Innovative Wealth Building first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,082 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.