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 Q2	$1.21M	Hold	11,000	–	–	0.49%	42
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 $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

Jupiter Wealth Management's IWR Position: Q2 2026 in Review

Jupiter Wealth Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 11,000 shares worth $1.21M. The position accounts for 0.49% of the portfolio, ranked #42.

Jupiter Wealth Management first reported a position in IWR in Q3 2023 and has held it in 12 quarters since. 1,593 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Jupiter Wealth Management held 11,000 shares of iShares Russell Mid-Cap ETF worth $1.21M as of Q2 2026.
Jupiter Wealth Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.49% of Jupiter Wealth Management's portfolio in Q2 2026, its #42 holding.
Jupiter Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
1,593 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Jupiter Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.