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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
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 $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

Kestra Private Wealth Services's IWR Position: Q1 2026 in Review

Kestra Private Wealth Services increased its iShares Russell Mid-Cap ETF (IWR) stake by 13% in Q1 2026, buying an estimated $1.06M and bringing the position to 90,405 shares worth $8.79M. The position accounts for 0.11% of the portfolio, ranked #215.

Kestra Private Wealth Services first reported a position in IWR in Q3 2021 and has held it in 19 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Kestra Private Wealth Services held 90,405 shares of iShares Russell Mid-Cap ETF worth $8.79M as of Q1 2026.
  • Kestra Private Wealth Services bought 10,626 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $1.06M.
  • iShares Russell Mid-Cap ETF made up 0.11% of Kestra Private Wealth Services's portfolio in Q1 2026, its #215 holding.
  • Kestra Private Wealth Services first reported a position in iShares Russell Mid-Cap ETF in Q3 2021 and has held it in 19 quarters since.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.