Institute for Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Institute for Wealth Management’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	$53.4K	Buy	+484	New	+$50.9K	﹤0.01%	855
2024 Q4	–	Sell	-2,484	Closed	-$219K	–	540
2024 Q3	$219K	Hold	2,484	–	–	0.03%	502
2024 Q2	$201K	Hold	2,484	–	–	0.03%	482
2024 Q1	$209K	Buy	+2,484	New	+$197K	0.03%	476
2022 Q1	–	Sell	-2,486	Closed	-$206K	–	554
2021 Q4	$206K	Buy	+2,486	New	+$204K	0.03%	468
2020 Q1	–	Sell	-2,104	Closed	-$125K	–	543
2019 Q4	$125K	Buy	+2,104	New	+$121K	0.03%	456
2014 Q4	–	Sell	-624	Closed	-$25K	–	40
2014 Q3	$25K	Hold	624	–	–	0.02%	43
2014 Q2	$25K	Hold	624	–	–	0.02%	43
2014 Q1	$24K	Sell	624 -143,528	-100%	-$5.44M	0.02%	57
2013 Q4	$5.41M	Sell	144,152 -21,912	-13%	-$792K	3.89%	4
2013 Q3	$5.77M	Sell	166,064 -34,712	-17%	-$1.19M	3.97%	5
2013 Q2	$6.52M	Buy	+200,776	New	+$6.51M	5.24%	4

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

Institute for Wealth Management's IWR Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 484 shares worth $53.4K. The stake represents ﹤0.01% of the portfolio and ranks #855 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in IWR as recently as Q3 2024.

Institute for Wealth Management first reported a position in IWR in Q2 2013 and has held it in 12 quarters since. The position peaked at $6.52M in Q2 2013. 1,594 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Institute for Wealth Management held 484 shares of iShares Russell Mid-Cap ETF worth $53.4K as of Q2 2026.
iShares Russell Mid-Cap ETF was a new Institute for Wealth Management position in Q2 2026.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #855 holding.
Institute for Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 12 quarters since.
Institute for Wealth Management's iShares Russell Mid-Cap ETF position peaked at $6.52M in Q2 2013.
1,594 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.