Journey Beyond Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Journey Beyond Wealth’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	$351K	Sell	3,178 -100	-3%	-$10.5K	0.27%	23
2026 Q1	$319K	Sell	3,278 -170	-5%	-$17K	0.27%	23
2025 Q4	$332K	Hold	3,448	–	–	0.26%	25
2025 Q3	$333K	Hold	3,448	–	–	0.27%	24
2025 Q2	$317K	Hold	3,448	–	–	0.27%	24
2025 Q1	$293K	Hold	3,448	–	–	0.27%	26
2024 Q4	$305K	Buy	+3,448	New	+$313K	0.29%	25

Other funds holding IWR

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Journey Beyond Wealth's IWR Position: Q2 2026 in Review

Journey Beyond Wealth reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3.1% in Q2 2026, selling an estimated $10.5K and leaving 3,178 shares worth $351K. The position accounts for 0.27% of the portfolio, ranked #23.

Journey Beyond Wealth first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. 1,187 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Journey Beyond Wealth held 3,178 shares of iShares Russell Mid-Cap ETF worth $351K as of Q2 2026.
Journey Beyond Wealth sold 100 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $10.5K.
iShares Russell Mid-Cap ETF made up 0.27% of Journey Beyond Wealth's portfolio in Q2 2026, its #23 holding.
Journey Beyond Wealth first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,187 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Journey Beyond Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.