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Ironwood Wealth Management (Arizona)’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Ironwood Wealth Management (Arizona)’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 		$400K Hold
4,114
– – 0.11% 28
2025
Q4 		$396K Buy
4,114
+127
+3% +$12.2K 0.12% 27
2025
Q3 		$385K Sell
3,987
-11
-0.3% -$1.04K 0.13% 28
2025
Q2 		$368K Sell
3,998
-932
-19% -$80.5K 0.13% 27
2025
Q1 		$419K Sell
4,930
-511
-9% -$45.6K 0.13% 28
2024
Q4 		$481K Sell
5,441
-14
-0.3% -$1.27K 0.15% 29
2024
Q3 		$481K Hold
5,455
– – 0.14% 30
2024
Q2 		$442K Sell
5,455
-162
-3% -$13.2K 0.14% 31
2024
Q1 		$472K Buy
5,617
+127
+2% +$10.1K 0.15% 30
2023
Q4 		$427K Sell
5,490
-1
-0% -$71 0.14% 29
2023
Q3 		$380K Sell
5,491
-58
-1% -$4.23K 0.16% 31
2023
Q2 		$405K Hold
5,549
– – 0.15% 29
2023
Q1 		$388K Sell
5,549
-232
-4% -$16.4K 0.15% 30
2022
Q4 		$390K Hold
5,781
– – 0.16% 30
2022
Q3 		$374K Hold
5,781
– – 0.17% 27
2022
Q2 		$374K Sell
5,781
-209
-3% -$14.9K 0.17% 27
2022
Q1 		$467K Sell
5,990
-1,052
-15% -$81K 0.19% 28
2021
Q4 		$585K Hold
7,042
– – 0.26% 22
2021
Q3 		$551K Hold
7,042
– – 0.26% 23
2021
Q2 		$559K Sell
7,042
-1,217
-15% -$94.4K 0.32% 24
2021
Q1 		$611K Sell
8,259
-1,113
-12% -$80.5K 0.39% 22
2020
Q4 		$642K Sell
9,372
-656
-7% -$41.8K 0.4% 22
2020
Q3 		$538K Hold
10,028
– – 0.4% 19
2020
Q2 		$538K Sell
10,028
-1,015
-9% -$50.9K 0.4% 19
2020
Q1 		$477K Sell
11,043
-299
-3% -$16.5K 0.4% 24
2019
Q4 		$676K Sell
11,342
-205
-2% -$11.8K 0.47% 22
2019
Q3 		$646K Buy
11,547
+760
+7% +$42.5K 0.48% 23
2019
Q2 		$603K Sell
10,787
-1,097
-9% -$60.2K 0.46% 21
2019
Q1 		$641K Sell
11,884
-509
-4% -$26.4K 0.55% 22
2018
Q4 		$576K Buy
12,393
+61
+0.5% +$3.08K 0.56% 21
2018
Q3 		$680K Hold
12,332
– – 0.6% 20
2018
Q2 		$654K Buy
+12,332
New +$649K 0.61% 20
2017
Q3 		$691K Buy
+14,012
New +$676K 0.65% 20

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s IWR Position: Q1 2026 in Review

Ironwood Wealth Management (Arizona) held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 4,114 shares worth $400K. The position accounts for 0.11% of the portfolio, ranked #28.

Ironwood Wealth Management (Arizona) first reported a position in IWR in Q3 2017 and has held it in 33 quarters since. The position peaked at $691K in Q3 2017. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Ironwood Wealth Management (Arizona) held 4,114 shares of iShares Russell Mid-Cap ETF worth $400K as of Q1 2026.
  • Ironwood Wealth Management (Arizona) left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
  • iShares Russell Mid-Cap ETF made up 0.11% of Ironwood Wealth Management (Arizona)'s portfolio in Q1 2026, its #28 holding.
  • Ironwood Wealth Management (Arizona) first reported a position in iShares Russell Mid-Cap ETF in Q3 2017 and has held it in 33 quarters since.
  • Ironwood Wealth Management (Arizona)'s iShares Russell Mid-Cap ETF position peaked at $691K in Q3 2017.
  • 1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q1 2026, filed 23 Apr 2026.