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Kestra Private Wealth Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Kestra Private Wealth Services’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 		$9.55M Sell
86,523
-3,882
-4% -$408K 0.1% 212
2026
Q1 		$8.79M Buy
90,405
+10,626
+13% +$1.06M 0.11% 215
2025
Q4 		$7.68M Buy
79,779
+1,328
+2% +$128K 0.1% 232
2025
Q3 		$7.57M Buy
78,451
+580
+0.7% +$55K 0.1% 226
2025
Q2 		$7.16M Buy
77,871
+1,226
+2% +$106K 0.1% 224
2025
Q1 		$6.52M Buy
76,645
+998
+1% +$89K 0.11% 213
2024
Q4 		$6.69M Buy
75,647
+1,555
+2% +$141K 0.11% 195
2024
Q3 		$6.53M Buy
74,092
+45,536
+159% +$3.84M 0.12% 190
2024
Q2 		$2.32M Sell
28,556
-61
-0.2% -$4.96K 0.05% 359
2024
Q1 		$2.41M Buy
28,617
+1,700
+6% +$135K 0.05% 328
2023
Q4 		$2.09M Sell
26,917
-2,199
-8% -$156K 0.05% 334
2023
Q3 		$2.02M Buy
29,116
+1,444
+5% +$105K 0.06% 309
2023
Q2 		$2.02M Buy
27,672
+5,700
+26% +$396K 0.07% 298
2023
Q1 		$1.54M Buy
21,972
+8,744
+66% +$617K 0.06% 320
2022
Q4 		$892K Buy
13,228
+2,132
+19% +$144K 0.05% 392
2022
Q3 		$690K Sell
11,096
-750
-6% -$51.6K 0.04% 411
2022
Q2 		$766K Buy
11,846
+778
+7% +$55.4K 0.04% 393
2022
Q1 		$864K Sell
11,068
-919
-8% -$70.7K 0.04% 414
2021
Q4 		$995K Buy
11,987
+9,085
+313% +$746K 0.05% 385
2021
Q3 		$227K Buy
+2,902
New +$232K 0.01% 808

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kestra Private Wealth Services's IWR Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4.3% in Q2 2026, selling an estimated $408K and leaving 86,523 shares worth $9.55M. The position accounts for 0.1% of the portfolio, ranked #212.

Kestra Private Wealth Services first reported a position in IWR in Q3 2021 and has held it in 20 quarters since. 1,598 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Kestra Private Wealth Services held 86,523 shares of iShares Russell Mid-Cap ETF worth $9.55M as of Q2 2026.
  • Kestra Private Wealth Services sold 3,882 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $408K.
  • iShares Russell Mid-Cap ETF made up 0.1% of Kestra Private Wealth Services's portfolio in Q2 2026, its #212 holding.
  • Kestra Private Wealth Services first reported a position in iShares Russell Mid-Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • 1,598 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.