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

Jupiter 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 Q1	$1.15M	Hold	11,000	–	–	0.46%	43
2025 Q4	$1.11M	Hold	11,000	–	–	0.49%	43
2025 Q3	$1.06M	Hold	11,000	–	–	0.5%	43
2025 Q2	$1.05M	Hold	11,000	–	–	0.53%	43
2025 Q1	$996K	Hold	11,000	–	–	0.6%	40
2024 Q4	$972K	Hold	11,000	–	–	0.49%	45
2024 Q3	$970K	Hold	11,000	–	–	0.5%	47
2024 Q2	$934K	Hold	11,000	–	–	0.5%	48
2024 Q1	$897K	Hold	11,000	–	–	0.47%	51
2023 Q4	$855K	Hold	11,000	–	–	0.5%	50
2023 Q3	$754K	Buy	+11,000	New	+$802K	0.49%	48

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jupiter Wealth Management's IWR Position: Q1 2026 in Review

Jupiter Wealth Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 11,000 shares worth $1.15M. The position accounts for 0.46% of the portfolio, ranked #43.

Jupiter Wealth Management first reported a position in IWR in Q3 2023 and has held it in 11 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Jupiter Wealth Management held 11,000 shares of iShares Russell Mid-Cap ETF worth $1.15M as of Q1 2026.
Jupiter Wealth Management left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.46% of Jupiter Wealth Management's portfolio in Q1 2026, its #43 holding.
Jupiter Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2023 and has held it in 11 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Jupiter Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.